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Lon Lederman & Jared Arn

1015 1st Center Avenue
Brodhead, Wisconsin 53520

(608) 897-3015

When Do You Need a Will? Ready for Retirement? Estate Management 101

Understanding Today’s Financial Environment

Welcome, we’re Lon Lederman and Jared Arn, financial professionals in southern Wisconsin. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (608) 897-3015.

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Bi-Weekly Payments

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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Using smart management to get more of what you want and free up assets to invest.

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Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

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Retirement Plan Distributions

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A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

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Making the most of surprises is a great reason to work with us.

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