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Travel Nurse Financial Solutions

Situation

Solution

Travel Nurse Tax Management

You need to file your federal and state tax returns while taking advantage of every deduction and credit allowed you.

Feel confident once filing season comes around with a strategic tax planning approach that keeps your numbers in order so no detail falls through the cracks.

Situation

Solution

Get Organized

You find it challenging to stay on top of your travel portfolio, receipts and personal financial situation, and you need a streamlined solution to manage and access your financial life.

We'll identify, collect and organize all of your important financial and travel documents creating a private vault for easy and convenient access.

Situation

Solution

Travel Nurse Retirement Planning

You want to take advantage of your peak earning years to fund an adequate nest egg to live your ideal post career life.

Social Security, pension, stocks and more. We’ll identify all potential sources of income so you can look forward to your life past retirement.

Situation

Solution

Travel Nurse Investment Planning

You want to maximize your investment potential but you feel ill equipped to select and manage a winning strategy.

Accomplish your short- and long-term objectives with an investment portfolio tailored according to your unique risk profile.

Situation

Solution

Travel Nurse Insurance Planning

You have people who depend on you financially and the loss of your income would be disastrous to them living a dignified life if something were to happen to you.

We'll conduct a comprehensive analysis of life, disability, long-term care and other risk factors to provide recommendations to mitigate or completely transfer risk to a third party

Situation

Solution

Travel Nurse Student Loan and Debt Planning

You feel overwhelmed by student loans and credit card debt and you want a personalized strategy to discharging your obligations

We'll analyze your current debt obligations in light of your earned income and work to restructure your debt repayment in line with your short and long-term goals.

Situation

Solution

Nurse Employee Benefits Optimization

It's open enrollment season and you're trying to make sense of your employee benefits.

We'll conduct an analysis of your financial needs and goals along with the details of your employee benefits to make sure you're taking advantage of your total compensation package.

Situation

Solution

Review and Adjustment

Life happens and your plan is only as good as the variables it's built on.

Every month your advisor will review your financial position, revisit your needs and goals, and determine whether your financial strategy is still sound. If not, we'll make the necessary adjustments to keep you on track to reaching your goals.

Our Fee Structure

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