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Renaissance Wealth Management

With the overwhelming number of financial products available today, you need a trusted advisor that can provide unbiased recommendations and impartial guidance. As an independent financial services firm, you can be assured that our advisors will be objective with a focus on your best interests as we work to achieve your goals. Contact one of our advisors today and let us put our experience and expertise to work for you.



Videos

Check out our latest videos on a variety of financial topics.

What is your risk profile?

Clients can complete the online risk questionnaire to gain insights into their risk vs reward profile.

Calculators

You can review interesting calculators on my site.

As the race among large tech companies to monetize AI hits full throttle, it's worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

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It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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Use this calculator to determine whether you qualify for the different types of IRAs.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

How much would your monthly lease payment be?

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

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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