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Walden Capital Advisors offers a wide range of services designed to help you reach your financial and life goals: |
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- Investment Management – to help you achieve your short- and long-term objectives.
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- Retirement Planning – to assist individuals and families prepare for retirement.
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- Education Planning – to prepare for the high cost of college.
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- Small Business Retirement Plans – to provide access to both pooled and self-directed
retirement plans.
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- Tax and Estate Planning – to pass on your wealth to your family and/or favorite charities.
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- Financial Education – to help with budgeting, cash flow, goal setting and financial decision-making.
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| We offer our personalized advisory services to high net worth women and men, most of whom have initial portfolios of $1 to $10 million. We cater our practice to: |
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Couples |
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Divorced, widowed and single women |
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Retirees |
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Small business owners |
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