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A Plan For The Future

Understanding where you are and where you want to be is critical to what we do.  We use the best financial planning technology in the industry that enables us to provide a comprehensive, well-integrated financial plan that is streamlined, engaging and dynamic. We strive to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy, a customized and flexible Financial BlueprintTM, that is designed to address your family’s specific financial goals.

Gone are the days where your financial advisor presents you with a 50-page financial plan full of calculations you do not understand.  Many of our planning sessions can be handled online or over the phone.  We can provide you with direct access to the planning tools, which keep you more engaged and excited about the plan.  We will save a few trees in the process.

Whether it is retirement, education planning, charitable goals, or insurance reviews, we have the tools necessary to help you make some powerful changes.  We work in conjunction with your other advisors, such as legal and tax professionals, to help devise a complete plan with measurable goals and expected outcomes.  Let’s get started!

Getting Organized

We partner with eMoney, an online client-centered account aggregation, planning, and communication tool, to give you a real-time snapshot of your total net worth.  Imagine the power behind pulling together all of your accounts, private investments and personal assets into one, easy-to-understand platform.  Better information drives better long-term financial decisions.

Resources

The Financial Literacy Crisis

The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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What Do Your Taxes Pay For?

What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
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The Cost of Procrastination

The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Learn More

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

mluke@revivalwealth.com  |  704-644-3540

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