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Tax Wise.

Posted in - Personal Finance
on May 21st, 2015
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Just over a month ago, countless Americans were scrambling—As deadlines approached they tried their darndest to decrease tax liability. New year, same story. It could be this perennial stress fest is all too familiar. And …

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Risk vs Reward.

Posted in - Personal Finance
on February 13th, 2015
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2015 has already picked up momentum, as new years always do. Everyday concerns demand attention, and calendars flow from one important date to the next. But in the background, big concerns are still lingering: Are …

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  • The four most dangerous words in investing are: 'this time it's different'.
    Sir John Templeton
  • Budget: a mathematical confirmation of your suspicions.
    A.A. Latimer
  • I put a dollar in one of those change machines. Nothing changed.
    George Carlin
  • Bills travel through the mail at twice the speed of checks.
    Steven Wright
  • Money is better than poverty, if only for financial reasons.
    Woody Allen
  • Every day I get up and look through the Forbes list of the richest people in America. If I’m not there, I go to work.
    Robert Orben
  • Business is the art of extracting money from another man’s pocket without resorting to violence.
    Max Amsterdam

Things we're really good at doing.

FNA Wealth Management is prepared to work with you in building your strong investment foundation. From setting goals and creating a budget, to choosing retirement options and growing wealth, we are your team of skilled advisors. Getting to know you, your circumstances and your goals is our priority. We'll be there when you need us, for every step of your growth, guiding the decisions that begin and end with you.

We should note that our FNA X-Press Deferred Comp team are super good at what they do!  Learn more -›

  • The four most dangerous words in investing are: 'this time it's different'.
    Sir John Templeton
  • Budget: a mathematical confirmation of your suspicions.
    A.A. Latimer
  • I put a dollar in one of those change machines. Nothing changed.
    George Carlin
  • Bills travel through the mail at twice the speed of checks.
    Steven Wright
  • Money is better than poverty, if only for financial reasons.
    Woody Allen
  • Every day I get up and look through the Forbes list of the richest people in America. If I’m not there, I go to work.
    Robert Orben
  • Business is the art of extracting money from another man’s pocket without resorting to violence.
    Max Amsterdam

Some friendly people you should know.

You spend your life working hard. It's our job to help you protect your success. Check out our advisor profiles and find out just how much we can help. Any and all questions are welcome. Together, we can design your future.