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Retirement Redefined Acres of Diamonds Investments Surprises

Trusted

One of our primary goals is to develop a long-term, trusting relationship with you. We look to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.

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Independent

We aren't tied to products or services from a single company or family of companies but are free find those products and services that may be most appropriate for our clients.

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Practical

We understand today’s financial environment. We understand that individuals face unique challenges. And we can help take the mystery out of preparing for today and tomorrow.

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Advisor Accessibility

You can access your account information anytime, day or night. We encourage you to contact us when you have questions about your portfolio.

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Registered Representative Offering Securities through Integrity Brokerage Services Member FINRA & SIPC 

Supervisory Office: 1945 Stewart St, Oceanside, CA 92054

 Investment Advisory Services offered through Balboa Wealth Partners

140 Newport Center Drive Suite 200 Newport Beach, CA 92660

 FSA Integrated LLC is not directly affiliated with Integrity Brokerage Services or Balboa Wealth Partners

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Lifestyle considerations in creating your retirement portfolio.

 

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Determine your potential long-term care needs and how long your current assets might last.

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This calculator helps estimate your federal estate tax liability.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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A presentation about managing money: using it, saving it, and even getting credit.

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Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Tax Management Strategies

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With alternative investments, it’s critical to sort through the complexity.

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How do the markets usually react to elections? Was the 2016 election any different?

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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

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Even low inflation rates can pose a threat to investment returns.

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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