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The Leadership Edge For Wealth Management And Decision Making

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You can review interesting calculators on my site.

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CLU Wealth Advisors LLC, is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning.  Our focus includes clients in the entertainment, fashion, and music industries, high net-worth individuals, and businesses.  Our objective is to provide stellar service by communicating with our clients regarding all aspects of their financial lives.

Founded by Paul Stawinski CFF, CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them.  Our practice centers its Financial Planning strategies around each individual's investment and Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client's lives.  Paul is a Certified Financial Fiduciary.

 Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC.328 Newman Springs Road, Red Bank, NJ 07701.732-280-6886. Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor, offers advisory services. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS.

Call 1-917-969-8287

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Guides readers through estimating a realistic retirement savings target.

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Offers tips to couples with opposite financial styles for finding balance.

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Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

This calculator is designed to help you attach a dollar figure to your life’s work.

Estimate the future value of your current savings.

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