Renaissance Wealth Management
With the overwhelming number of financial products available today, you need a trusted advisor that can provide unbiased recommendations and impartial guidance. As an independent financial services firm, you can be assured that our advisors will be objective with a focus on your best interests as we work to achieve your goals. Contact one of our advisors today and let us put our experience and expertise to work for you.
What is your risk profile?
Clients can complete the online risk questionnaire to gain insights into their risk vs reward profile.
Get Started...Newsletters
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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
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HOT TOPIC: The Iran War, the Economy, and Your Portfolio
This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
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How Has SECURE 2.0 Affected 401(k) Plans?
The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.
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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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.