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Blog

Parent reading a book to their newborn child
Premier Advisors | Nov 12, 2024

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
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Ten key accounting calculator on a soft yellow desk
Premier Advisors | Nov 12, 2024

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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A grove of orange trees.
Premier Advisors | Nov 12, 2024

How Tax Loss Harvesting Can Potentially Reduce Your Capital Gains Taxes

Investments
Tax Planning
If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming.
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Office

259 North State Street
Westerville, OH 43081

Contact Info

P | 614-524-4888 
E | Brad@premier-Advisors.com

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Securities and Advisory Services are offered through United Planners Financial Services, member FINRA / SIPC. TCP Asset Management, LLC. and United Planners are independent companies. Brad Hennebert is registered to conduct securities business in Ohio, Florida and California. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. Insurance-related services may not be provided to individuals residing in any states other than Ohio. A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.  

The information on this site is being provided for educational purposes only. In no way is the information on this site to be deemed a solicitation to open an account or conduct securities transactions. The information herein is accurate and complete to the best of our knowledge. Information provided by third parties, while filtered for overt inaccuracies and misstatements, is the responsibility of the third party. The information on this site should not be your sole resource with respect to making an investment determination. Always discuss your personal investment objectives, risk tolerance, liquidity needs, financial situation, etc. with an investment professional prior to investing in any particular security or investment strategy. You should always consult a tax or legal professional for advice regarding your specific tax and/or legal situation. Past performance is not indicative of future results. All investing carries an inherent risk of the loss of principal.

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