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Financial Planning Through RSW Wealth Management
At RSW Wealth Management, we provide financial planning services to customers who need assistance achieving both short- and long-term financial goals. We offer a wide range of financial services and take pride in the fact that our team always works to build a relationship with our clients. The better we can get to know your unique financial situation and goals you wish to accomplish, the better we can assist you in making the best financial decisions for your future. We are always up-to-date on relevant tax, estate, and social security laws in order to provide you with the utmost accuracy in regard to your financial situation.
Achieving Financial Success Through Financial Planning
No matter if you’re a business owner, financial consultant, or simply anyone wanting to gain control of their finances, RSW Wealth Management is here to offer assistance. We will not only help you with financial planning, but we will also aid you with the knowledge and information to apply these insights on your own throughout your life. We are there with you every step of the way to ensure all of your questions are answered, instilling you with the tools needed to reach your goals. Once you rely on our financial services, you will begin taking the proper steps towards financial freedom.
Latest From Our Blog

In our recent blog discussion of tax planning, we shared several tax tips for tax-deferred IRA accounts which can provide significant tax savings. Our focus in this blog is to discuss tax savings for investors with taxable investment accounts.
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As Thomas Jefferson said, "Taxes should be proportioned to what may be annually spared by the individual." --Thomas Jefferson to James Madison, 1784.
What does this mean? It means minimizing tax on your anticipated income, your investment returns, and the transfer of your hard-earned wealth to the next generation. Essentially, the goal is to pay as little in tax as possible over your lifetime and beyond.
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Sound crazy? Let’s see. When Lehman Brothers went under in September 2008, it triggered a meltdown in the investment markets. Many investors sold some or all of their investments by the time the stock market hit bottom on March 9, 2009.
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