Create Your Future Today. Preserve What You Have Already Built.
It is never too late to plan for your future. But many people put it off because it seems such a daunting task. There are too many choices and who can I trust to guide me? When planning is done right, it can be exciting and empowering. With the help of a skilled advisor who is interested in your specific needs and knowledgeable about all of the choices, you direct your own destiny.
Protecting your current assets is also easier than you think. We're not just talking about dollars and cents here. We're talking about safekeeping not only your home and possessions but also the people in your life with whom you wish to share your future and your legacy.
Doug Hearon is a professional advisor who specializes in assisting people just like you in designing their preferred lifestyle. Take a look at the products and services our firm provides and call us for a free, no-obligation consultation today! You will be glad you did.
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Capital Gains Taxes
Estimate short-term and long-term federal capital gains taxes
How much would your monthly lease payment be?
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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HOT TOPIC: The Great Inflation-Deflation Debate
We're all used to worrying about inflation and its long-term effect on purchasing power. However, there's a growing chorus warning that deflation is the next big concern for the U.S. economy.
Retirement with All the Fixins'
One of the most appealing aspects of a traditional pension is a guaranteed lifetime income. Fortunately, you can begin building your own guaranteed lifetime income with a fixed annuity.
Protection for a Price
Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.
Finding Your Balance
One way to help manage volatility is through asset allocation. But this process of determining the appropriate proportion of your assets based on your financial goals, risk tolerance, and time horizon is not a set-it-and-forget-it strategy.
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Valley Valuation is a team of certified Financial Advisors that provides company valuations, business appraisals, investment banking, exit planning services, etc. in Central Valley of California.
9 River Park Place East, Suite 450, Fresno, CA 93720
Jim and Lorraine Conaway established C&C Wealth Strategies in 1996 to plan for better futures. Our company provides wealth preservation strategies encompassing financial planning, tax strategy.