At 4T Financial, we care about our clients as people, not as spreadsheets and dollar signs. We want you to live the life you want to live. To do so both now and through the future, we will teach you the skills to continue asset accumulation, as well as to understand where your investments stand using wealth management technology, one-on-one finance meetings, and group classes.
Client financial well-being is of the highest value and importance. To achieve this, we spend all time necessary teaching our clients and community how to best plan for their financial futures. We want not only to invest your money, but also to ensure that our clients understand why and how things are done, as well as how your investments will grow, by discussing the financial budgeting process and your household balance sheet.
We plan to invest your assets in accordance with your stated objectives and measures of suitability, and with an understanding of your values. We strive to make a difference in your life. There is no cookie-cutter investment plan made to work for all—here we want to know your individual goals, values, interests and so much more. While keeping your individual personality and needs in mind, we will make every effort to fulfill your plans by implementing a sound, customized, innovative investment plan for you and your family. All the while, confidentiality will never be compromised.
Rightsizing for Retirement
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Building Your Legacy
A four-step framework for building a personal legacy.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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Five creative (and inexpensive) ideas for motivating your employees.
For some, the social impact of investing is just as important as the return, perhaps more important.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
However exciting retiring abroad may sound, it deserves considerable planning.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Here are five facts about Social Security that might surprise you.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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