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Retirement: Perception vs Reality Investment Principles The Importance of Saving Preparing for Retirement

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

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Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

 

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Understanding the Basics of Medigap Policies

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Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

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Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

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

Your Cash Flow Statement

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

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

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

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Emerging Market Opportunities

What are your options for investing in emerging markets?

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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