Financial Success Begins With You
Wealth management is about more than simply planning for your financial future. It’s about discovering the most advanced platforms and core investment strategies available today. But all too often, choosing the right financial services professional can become overwhelming. You need a professional that can help you achieve financial success. That’s why so many high net-worth individuals turn to Premier Wealth Management Group. Our goal is to not only increase net worth in a tax-efficient manner, but also decrease loss to litigation while providing asset protection.
Misson Statement: Premier Wealth Management is committed to help every client feel confident, secure and knowledgeable in their investment and financial strategies by educating them in an ethical and caring manner with the promise of guiding each client down the necessary path to attain their personal financial goals.
If you would like to be added to our monthly newsletter, please contact our office manager janelle@premierwealthmgt.com
Newsletters
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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?