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  • Ignite Financial Group
    320 North St Ste 308 Nacogdoches, TX 75961-5040 O: 936.205.3060
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A steadfast financial partner for families and individuals

For true financial well-being, you should feel secure in where you are and sure of how well you’ve planned for the future. We can help you get there. Through customized wealth management and financial planning, we partner with you to tackle everyday challenges and major milestones.

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What does your financial future look like?

Our wealth management resources can help you visualize it. They can also help in creating a financial plan that’s designed to grow with you, from planning to send your child to college to planning your retirement income.

Families and Individuals

Families and Individuals

02/17/2020

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Case Study

Pursuing a plan to retire early

Joe enjoys setting audacious goals for himself when it comes to his career achievements and his retirement savings. In fact, he came to us with a goal of retiring early. We created a diversified asset allocation plan that includes his employer-sponsored and personal retirement savings accounts to help him pursue his goal of financial independence.

read 7 ways to boost savings


This case study is for illustrative purposes only. Individual cases will vary. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Prior to making any investment decision, you should consult with your financial advisor about your individual situation.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

50%

Goal savings rate

Milestones

Getting Married

We’ll help you think beyond the wedding day to your future as a couple.

  • Combining finances and accounts
  • Working toward shared financial goals
  • Taking your union into account in your legacy plan

Birth of a Child

We’ll help guide you through the changes this joyous event brings.

  • Planning for education expenses
  • Estate planning that allows you to designate a guardian
  • Mitigating risk with life and disability insurance

Changing careers

We’ll help ease the transition to a new venture.

  • Making the most of your benefits
  • Updating your financial plan and goals
  • Planning for the sale or purchase of a business

Getting divorced

We’ll help you navigate the path to financial independence.

  • Defining new financial goals
  • Building a solid foundation with banking and lending solutions
  • Updating your legacy plan and beneficiaries
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Related Resources

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Learn more about what the savings in a 529 plan can help pay for.

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How to have a valuable family conversation about your estate.

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Preserving Wealth Across Generations

07/24/2018
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Whatever your priorities are in life, we’re here to offer the guidance you seek.

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02/01/2017
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The future at your fingertips

What Keeps You Up At Night?

Ignite Financial Group logoIgnite Financial Group logo
  • 320 North St Ste 308 Nacogdoches, TX 75961-5040
  • O: 936.205.3060
  • Map & Directions
  • Map & Directions

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Securities offered through Level Four Financial, LLC, a registered broker dealer and member of FINRA/SIPC. Advisory services are offered through Level Four Advisory Services, LLC, an SEC-registered investment advisor. Accounts carried by Raymond James & Associates, Inc. Member New York Stock Exchange/SIPC. Neither Level Four Financial, LLC nor Level Four Advisory Services, LLC offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation.

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