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W Advisors LLC

Wealth Advisory Services

2289 West Street
Germantown, TN 38138

Phone:

(901) 410-8040

Fax:

(800) 396-9073

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Personalized Financial Planning for
Families and Individuals

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Considering some important issues now could provide more options in the event of early retirement.

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Explains how future tax rules may impact deductibility of charitable donations.

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How much do you need to save each year to meet your long-term financial goals?

Estimate the future value of your current savings.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck