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Investments

Depending on the unique goals outlined in your financial plan, designing and managing an investment portfolio is often a tax-efficient way to save for the future and maximize potential for growth. At Wehring Wealth Management, our financial advisors are licensed to evaluate and secure individual investment products that best fit your situation and personal risk tolerance. This could include mutual funds, annuities, common stocks, and more.

Client Centered

As you save for retirement, we’ll advise on the timing of contributions and withdrawals from your 401(k) or individual retirement accounts and guide you on the best ways to minimize taxes while building a steady stream of income for your golden years.

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