Swirtz, James R

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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Extra Phones: Phone: (956) 831-8243
Neighborhoods: Normandale Lake District, West Bloomington
Categories: Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Insurance, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (952) 831-8243

Address: 5270 W 84th St, Minneapolis, MN 55437

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Swirtz, James R

Tax Planning
The Capital Advisory Group Advisory Services, has developed strategic alliances* with key professionals who can handle your estate planning, retirement planning, and even your tax planning.
Charitable Giving
Tax Services
When choosing a financial education course, it is important to select a program that can meet the needs of a wide variety of people. Our comprehensive workshop, The Complete Financial Management Workshop®, is particularly well suited for working individuals who need to plan for retirement and make sound financial decisions to help protect their families and their assets. it will provide the people in your organization with a strong foundation in the six key areas of personal finance – risk management, cash management, investment concepts, tax management, retirement planning, and estate planning – and help strengthen the financial planning efforts they already have in place.
Tax Deductions
Hypothetical Story: Johnny could have been a poster child. He and his wife lived modestly on his $50,000 per year government retirement pension. What’s more – they were completely debt-free, as they owned their home free and clear since paying off their mortgage. Unfortunately when a bank CD came due, Johnny’s local bank officer suggested they get a mortgage, to increase their tax deductions and increase their income.

Mutual Funds
Hypothetical Story: Bart was a modest investor and great saver. He invested primarily in mutual funds, but because the best performing funds were invested in tech stocks in 1999, he moved all his mutual funds into tech stocks. By the end of 2001, Bart had lost 60% of his funds and decided never to invest in stocks again.
Wealth Management
Specializing in wealth management, asset accumulation and retirement income distribution strategies, Brett has a profound desire to understand the whole you. He uses an all-encompassing approach when building your financial plan, accounting for your beliefs, obligations, resources, risk tolerance, family dynamics and life aspirations. Brett studied at Fuqua School of Business, Duke University in their M.B.A. program in 1983 and attended MacMurray College where he earned his B.S. in Accounting, Business, and Economics. Brett was president of the Economics Society and graduated cum laude.

Accounting Services

Financial Planning
Sixty-six percent of senior HR and finance executives at large companies believe that providing broader financial education at the workplace is more important today than it was a year ago. Here’s an opportunity to help people in your organization learn important financial planning strategies.
Retirement Planning
The benefits of providing financial education at the workplace are wide ranging. People are in need of money management knowledge and skills to manage debt, save for major purchases such as a home, allocate and choose investments for their retirement and investment portfolios, and pay for their children’s college educations. The Complete Financial Management Workshop® addresses real-life concerns and provides tools that will last a lifetime. Participants will develop healthy approaches to their personal finances and retirement planning. With the knowledge they gain, they will become more confident making financial decisions to pursue their family’s overall financial goals and help improve their financial futures.
Annuities
The less you need to rely on Social Security, the richer you may be in retirement. Generally, wealthier retirees have multiple income streams in retirement, with Social Security as just one source of money that’s supplemented by 401(k)s, pensions, annuities, and/or other income.
Long Term Care
But beyond the peaceful horizon of your post-work years, the dark clouds of healthcare and long-term care costs are gathering. It’s crucial to map out these expenses to keep your retirement on the smoothest trajectory possible.
Asset Management
We know our client's situation and interview them so we understand their goals, risk tolerances, concerns, shortfalls, cash flow, savings, taxes, debt structure, insurance needs, asset structure, future expenses, asset allocation, portfolio income requirements, liquidity needs and estate needs BEFORE any recommendation are made or a fee is charged.
Asset Protection
Our mission is simple: to provide personalized investment advice that helps minimizes our clients’ financial concerns and maximizes their asset protection. Our company founder Brett Machtig understands that every client has unique needs. Our role is to help you make smart and well-informed decisions about your investments while providing you greater financial independence.

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