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FNA Wealth Management

We guide our clients through their financial journey with personalized attention and tailored solutions that aim to deliver comprehensive strategies for enhancing wealth, preserving legacies and enjoying peace of mind.  From complex estate planning to optimizing portfolios, we’re dedicated to empowering our clients to thrive financially. Like a good coach, it's the best we can do: To take you where you can't take yourself. Here's a fun story…

Recent posts

Nothing Is Certain but Death and Uh, Taxes?

The Tax Cuts and Jobs Act of 2017 was scheduled to expire at the end of this year, but we may see it extended in some form before then. What will the president and the Republican-majority Congress plan for next year? And how should we be preparing now?…

In All Fairness, Is the SSFA Just an Act?

The Social Security Fairness Act (SSFA) repeals two provisions that previously reduced Social Security benefits for certain retired or disabled workers and their spouses. What are these provisions? And with them out of the way, who stands to benefit?…

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