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Passion drives Success

We love what we do. We have created a firm that we believe serves all the needs of our clients and puts their interests first. We know it’s scary to take on the task of mapping out the rest of your life and then staying on top of that project every day. Our philosophy, values and mission take the mystery out of this process and guide you every step of the way.

Traverse Partners is an independent registered investment advisor. We built a team around 3 important components of wealth management. Comprehensive financial planning is the beginning. Disciplined investment design is next. Finally, we offer a world-class technology platform, accessible anywhere in the world, to bring the two together and keep everything up to date in real-time. Our objective for every client is to create a strategy that is achievable, educate them and improve the quality of life by reducing stress. Give us a call and learn for yourself why so many others trust Traverse Partners for their wealth management needs.

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Helpful Content

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

 

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

Buying vs. Leasing a Car

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

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Taking regular, periodic withdrawals during retirement can be quite problematic.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Rightsizing for Retirement

What does your home really cost?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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