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Retirement: Perception vs Reality Investment Principles The Importance of Saving Preparing for Retirement The Power of Tax-Deferred Growth

Who We Are


As an independent financial planning and investment advisory firm, Endeavor Financial Advisors was founded to help people just like you pursue their

financial objectives.

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How We Think


As a fiduciary, we continually focus on our clients’ long-term objectives - throughout up and down markets.

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How We Serve


As a fee-based advisory firm, our clients engage us to objectively help them grow and preserve wealth.

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Understanding Today's Complex Financial Environment and What it Means for You

Welcome to Endeavor Financial Advisors. We understand that individuals, families, and companies face unique challenges today as they build wealth and plan for the future. The constant bombardment from the media makes the financial environment seem complex and overwhelming. We can help you tune out the noise and guide you to a focused approach to optimizing your financial picture today and at the same time, preparing for the future. Whether your goal is preparing for retirement, saving for college, or managing your estate, our personalized service focuses on your needs, wants, and financial goals and objectives.

We have years of experience in financial services and can help you address your needs today and for many years to come. We look forward to working with you through all stages of your life.

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Helpful Content

How Compound Interest Works

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

What Is My Risk Tolerance?

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

 

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

How Financial Professionals Are Compensated

Read this overview to learn how financial advisors are compensated.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Medicare Advantage Plans (Medicare Part C)

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Tax Efficiency in Retirement

What role would taxes play in your investment decisions?

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Rightsizing for Retirement

What does your home really cost?

When Markets React

When markets shift, experienced investors stick to their strategy.

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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