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We offer customized financial solutions for every client.

We offer customized financial solutions for every client.

Unlike many wealth management firms that focus primarily on investing, Papa Wealth offers integrated wealth management strategies that address your entire financial picture.  We call it Holistic Planning.   

Working with us may help you:

  • Sleep soundly at night
  • Live a stress free retirement
  • Invest intelligently
  • Replace your income
  • Retire early
  • Find financial freedom
  • Avoid running out of money
  • Take care of loved ones
  • Obtain clarity of financial direction
  • Thrive financially 
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Our Process:<br/>&#160;NextPhase&#160;<br/>

Our Process:
 NextPhase 

NextPhase is our unique process for retiment incom planning. It is a clear investing approach for creating lasting,inflation-adjusted retirment income through the use of time segmantation.

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Our Philosophy

Our Philosophy

We believe that building holistic financial plans for our clients is the best way to help them thrive financially. This is an integrated approach that coordinates all of the key areas of your financial life, including:

  • Investments
  • Retirement Income Planning
  • Insurance
  • Tax Planning
  • Social Security Strategies
  • Estate Planning
  • Charitable Giving
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 You Dream it, We help You Plan it, You Enjoy it. 

Discover an array of services for all your financial needs.

Investments

Investments

Smart investing shouldn't perplex, puzzle, or confound. Our investment strategies are customized for each client.

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Retirement

Retirement

Enjoy the fruits of your labor. We specialize in building customized retirement income plans. 

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Estate

Estate

Effective estate management enables you to manage your affairs during your lifetime and beyond. 

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Insurance

Insurance

We can help create the insurance strategy that best fits your needs. Protect your family, with our help, from the financial consequences of life's unexpected events.

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Helpful Content

Curated articles, videos, and more, for a financially savvier you.

Assess Life Insurance Needs

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.
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A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.
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Personal Finance Calendar

Personal Finance Calendar

Use this handy calendar to remember the year’s most important financial dates.
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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."

Have a question? We're ready to help.

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