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We are CHANGING the way financial advice is delivered

Few people randomly arrive where they want to be,
let’s discuss your plan that seeks to get you where you want to go.

FLEXIBLE FEE STRUCTURE

It’s your future. It should be focused on you and your agenda. That’s why we don’t work on commission or focus on asset gathering, so you can be confident that your goals are our only priorities – not selling products. Our fee only engagements are mutually determined by you and your advisor and is fully customizable. Our flexible fee structure allows you to pay only for advice you find valuable and tailored to your needs.

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COMPREHENSIVE ADVICE

Today’s market complexity and volatility demand specialized attention and a holistic approach to wealth management. Our team approach to financial advice helps ensure that you receive truly comprehensive advice and solutions for your unique objectives.

•  Financial Planning
•  Asset Management
•  Risk Management
•  Business Services
•  Corporate Retirement Plans

The Four Levels

To optimize your financial strength, we adhere to the Four Levels of Client Service. We will work with you to ORGANIZE your financial world, CREATE scenarios for pursing your goals, PLAN for unpredictable events, and COMMUNICATE through proactive service.

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ABOUT US

Level Four Wealth Management is an independent wealth management firm comprised of a team of specialists dedicated to steering you towards financial success. We believe someone who needs financial advice does not need to purchase a product or transfer any assets. Providing objective advice is paramount for us to function as your investment fiduciary.

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Helpful Content

What the New Tax Bill Means for You

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

 

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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