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Prudent Money Solutions

Prudent Money Financial Services is dedicated to helping clients achieve their financial goals. We offer a variety of solutions, including personalized money management, financial planning, and much more. Our goal is to meet our clients where they are and develop a tailored plan to meet their desired objectives. Discover more about the solutions Prudent Money has to offer and get started on your journey towards financial security.

Former Employer 401K

We have a solution to maximize the value of your old 401K investments. Bob understands the complexities of rolling over an old 401K and will work with you to create a plan that optimizes your returns. With Bob's guidance, you can make sure your old 401K (plus your new 401K) is making the most out of your money.

Retirement Planning

Bob offers Fee-Based Financial Planning services, providing personalized advice and guidance to help you make the right financial decisions. Bob can work with you on an hourly fee basis, where he will sit down with you and provide one-on-one investment advice planning. He can also help you plan for pre-retirement or retirement, ensuring that your finances are managed and secure.

Retirement Income

Bob understands that planning for income in retirement is complex and requires a comprehensive approach. He looks at all sides to determine your individual needs and goals and then creates a plan to help you reach them. Bob provides a personalized service to ensure that you have the retirement income you need.

Guaranteed Investments

With access to today's best locked-in rates, you can rest assured that your investments are secure and your returns are guaranteed. Bob will work with you to evaluate your situation and determine if a guaranteed investment approach is the right fit for you. With competitive rates and guaranteed returns, you can have peace of mind knowing your investments are in good hands.

Investing

Bob's money management service utilizes a Plan A and Plan B investment portfolio to make the most out of any market environment. This investment approach seeks to maximize returns while mitigating risk so that you can achieve your financial goals. Bob's strategies have been designed to help you stay on the path to financial success.

Lifelong Learning

Bob is committed to providing lifelong learning to his clients. He strives to ensure that his clients are able to make informed financial decisions that will benefit them in the long run. Bob provides educational resources to help his clients gain a better understanding of the financial world to make sound financial decisions - 

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