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Top Ten IRA Rollover Mistakes
To err is human, but when it comes to your money, little mistakes can cost a lot. That's especially true with Individual Retirement Accounts (IRAs). IRA laws are complex and ever-changing. We can help you avoid the common IRA Rollover errors.
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Rough Seas Can Lead to Smooth Sailing
In financial markets, gloomy years are often followed by impressive ones. For investors seeking guidance for the future, some lessons might be found in the past. So what are the questions you should ask yourself during a volatile market?
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Simplify Your Retirement
When it comes to your retirement portfolio, it's easier to manage your assets when they're all in one place. But with people changing jobs more often than in the past, assets end up scattered among various accounts.
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Moneywise Wealth Management is a premier financial services firm in Central California, not only because of our ability to help our clients meet their individual financial goals, but as a result of who we are and what we believe: the core values and ethics that guide our organization.

Our values supply the compass by which we stay focused: providing broad, sound financial advice to our clients. Our values brought our company to where it is today, and will guide us tomorrow.

In working with clients to create individual financial plans, services may include...

  • Retirement & Financial Planning
  • 401(k) and Pension Rollovers
  • Education and Goal Funding
  • Investment Advisory Services
  • Asset Allocation
  • Annuity and Insurance Services

If you would like Moneywise to help you get on track (or stay on track) to meeting your financial life goals, you may call our office at 661-847-1000 for a no-cost, no-obligation consultation. 

Let Moneywise give you the answers you need.

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Securities offered through: SCF Securities, Inc. Member FINRA/SIPC
Advisory Services offered through: SCF Investment Advisors, Inc.
An SEC Registered Investment Advisor
Corporate Office: 155 E. Shaw Ave. Suite 102 Fresno, CA. 93710
www.scfsecurities.com  800.955.2517
Kris Pelster (CA Insurance License #OF20931), Sherod Waite (CA Insurance License #0C67086)
Registered Representatives of SCF Securities, Inc.
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