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Client Relationship Summary
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Financial & Retirement Services

MAKING THE COMPLEX SIMPLE.

All too often, we meet with people who are confused and overwhelmed by the endless financial choices they’re faced with. In many cases, we find that no one has taken the time to listen and understand their concerns. As a fiduciary, we feel strongly that it is our responsibility to take the time to educate and simplify the complex.

As an independent firm, we are free to choose the proper investments and strategies to create a custom financial plan to help our clients retire with more confidence.

It’s just that simple.

INVESTMENT MANAGEMENT

At Acute Wealth Advisors, we work tirelessly to help families protect and grow their wealth. We work with our clients to implement strategies using allocation methods that help take guesswork and emotion out of investment decisions. As a fiduciary, our fee-based investment process is transparent and focused on your best interests.

  • Tactical Portfolio Management
  • IRA & 401(k) Rollovers
  • Asset Protection
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FINANCIAL & ESTATE PLANNING

Working with our team of estate planning attorneys and CPAs, we will explore options and solutions to create a custom plan that positions assets to maximize wealth. This personalized approach leads to a unique plan that meets the needs of each client.

  • Wealth Transfer
  • Advanced Tax Planning
  • Private Wealth Management
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RETIREMENT CONSULTING

Developing strategies for when and how to trigger income throughout retirement is a key component of a successful retirement. At Acute Wealth Advisors, we strive to help each of our clients develop a concrete plan intended to meet their income needs, in any circumstance or under any market conditions. Our goal is to help you successfully navigate the decisions you face in your retirement years.

  • Social Security Maximization
  • Pension Analysis
  • Detailed Income Roadmap
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 INSURANCE

Understanding what type of coverage is needed and sifting through the various insurance options can be challenging. We work to simplify this process so our clients have the proper protection for their families and dreams.

  • Life Insurance
  • Medicare
  • Asset-Based Long-Term Care Strategies
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DAVE RAMSEY SMARTVESTOR PRO

We are honored to be selected as a Dave Ramsey SmartVestor Pro and look forward to helping you achieve your financial goals.

As a SmartVestor Pro, we can offer guidance in many financial areas including:

  • Retirement planning
  • Risk management
  • Tax planning
  • Asset allocation
  • Estate planning
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