Qualified Plans

Watch this video to learn how 401k’s (Qualified Plans) work by deferring taxes and deferring tax calculations.

 

Mortgages

Watch this video to educated yourself on how you should be making your choices surrounding loans.  There are many factors to consider in this financial area and Arlex Wealth Management can help you make the right choice based on your personal finances. Allow us to help you collateralize your savings using favorable interest rates while letting your money grow with compound interest.

 
College Planning

Financial advising can truly make a significant difference in the amount you are able to save for your child’s college education. Sit down with Arlex Wealth Management and we will work with you to establish a timeline, identify your available resources, set a series of financial goals and ultimately create a year by year plan you can commit to and start working towards today.

 
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