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The Leadership Edge For Wealth Management And Decision Making

Calculators

You can review interesting calculators on my site.

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This is about you, not us...

CLU Wealth Advisors LLC, is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning.  Our focus includes clients in the entertainment, fashion, and music industries, high net-worth individuals, and businesses.  Our objective is to provide stellar service by communicating with our clients regarding all aspects of their financial lives.

Founded by Paul Stawinski CFF, CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them.  Our practice centers its Financial Planning strategies around each individual's investment and Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client's lives.  Paul is a Certified Financial Fiduciary.

 Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC.328 Newman Springs Road, Red Bank, NJ 07701.732-280-6886. Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor, offers advisory services. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS.

Call 1-917-969-8287

Offers tips to couples with opposite financial styles for finding balance.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Explores how investment strategy changes once retirement begins.

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How much Disability Income Insurance do you need?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

How much life insurance would you need to produce a sufficient income stream for your family?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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