yourcustomwealth.com

Custom Wealth - Your Money. Your Way.

Your money. Your way. Wherever you want to go, we’ll help you get there. It’s not just about numbers. It’s about protecting those you love. Welcome to Custom Wealth. Move forward with confidence. At Custom Wealth, we are your pillar of strength. Markets shift and economies change, but we are dedicated to help safeguard what you’ve built so you can live the life you’ve imagined. We are the guardians of your financial future. Call us today to schedule an appointment with a Wealth Manager. You work hard tod...

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Your money. Your way. Wherever you want to go, we’ll help you get there. It’s not just about numbers. It’s about protecting those you love. Welcome to Custom Wealth. Move forward with confidence. At Custom Wealth, we are your pillar of strength. Markets shift and economies change, but we are dedicated to help safeguard what you’ve built so you can live the life you’ve imagined. We are the guardians of your financial future. Call us today to schedule an appointment with a Wealth Manager. You work hard tod...

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Custom Wealth - Your Money. Your Way. | yourcustomwealth.com Reviews

https://yourcustomwealth.com

Your money. Your way. Wherever you want to go, we’ll help you get there. It’s not just about numbers. It’s about protecting those you love. Welcome to Custom Wealth. Move forward with confidence. At Custom Wealth, we are your pillar of strength. Markets shift and economies change, but we are dedicated to help safeguard what you’ve built so you can live the life you’ve imagined. We are the guardians of your financial future. Call us today to schedule an appointment with a Wealth Manager. You work hard tod...

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yourcustomwealth.com

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Tax Calendar : Custom Wealth

http://www.yourcustomwealth.com/library/taxes/tax-calendar

If a due date falls on a Saturday, Sunday or legal holiday, the due date is automatically extended until the next business day that is not itself a legal holiday. Time to Call For Your Tax Appointment. January is the beginning of tax season. If you have not made an appointment to have your taxes prepared, we encourage you do so before the calendar becomes too crowded. Report Tips to Employer. Employer’s Monthly Deposit Due. Farmers and Fishermen Estimated Tax Payment Due. Form 1098 (Mortgage Interest Sta...

2

Our Team : Custom Wealth

http://www.yourcustomwealth.com/team

Damian Dering, ChFC. Success starts with strong relationships. As a financial advisor, Ive found this to be key. Money is easy; money management is not. Thats why I start by asking questions: What matters to you most? Where do you want to go? How I got here:. From there, I had the opportunity to become a completely independent advisor and created my own firm. At Custom Wealth, I offer a truly independent perspective and serve clients in an unbiased way. Series: 7, 24, 63, 66. I graduated from Loyola Mary...

3

Calculators : Custom Wealth

http://www.yourcustomwealth.com/library/calculators

Auto loan - Accelerated payoff. By making a small additional monthly payment toward principal, you can greatly accelerate the term of your auto loan and, thereby, realize tremendous savings in interest payments. Use this calculator to help estimate the potential time and interest savings. Auto purchase - Loan versus 0% dealer financing? How much can I lower my monthly payment with a new auto loan? How much vehicle can I afford? Experts suggest that you should not allocate more than 20% of your take-home ...

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Tax Organizer : Custom Wealth

http://www.yourcustomwealth.com/library/taxes/tax-organizer

Tax Deduction Finder and Problem Solver. Our Tax Organizer is designed to help you maximize your deduction and minimize your problems in preparing and filing your tax return. The organizer is comprised of seven parts, each developed to assist clients in collecting relevant tax information needed to properly prepare your tax return. Required For All Returns. Includes Instructions, Taxpayer Information, Dependents, Estimated Taxes, IRA Activity, Miscellaneous Income and Refund Direct Deposit Information.

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Our Company : Custom Wealth

http://www.yourcustomwealth.com/company

When you hear the word. What comes to mind? Something that’s personalized and tailored to your unique needs. Provides the best of everything. With our advisors, your financial portfolio will receive the same kind of unparalleled attention. You’re an expert in your field, as we believe we are in ours. Our focus on the details affords you the freedom to focus on what matters most, you and your loved ones. It’s your money, your way. Playa Del Rey,. CA Insurance License #0C00427.

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Register to save your cart before it expires. Public entry - visible to everyone. Public entries are not allowed by the guestbook owner. Visible to the guestbook owner. Private entries are not allowed by the guestbook owner. Email address visible to photographer only. Your entry will be visible to everyone. You will not be able to edit or delete this entry because you are not logged in. Your entry will be visible to the guestbook owner only. Adding new entries is not allowed by the guestbook owner. Disco...

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yourcustomwealth.com

Custom Wealth - Your Money. Your Way.

Your money. Your way. Wherever you want to go, we’ll help you get there. It’s not just about numbers. It’s about protecting those you love. Welcome to Custom Wealth. Move forward with confidence. At Custom Wealth, we are your pillar of strength. Markets shift and economies change, but we are dedicated to help safeguard what you’ve built so you can live the life you’ve imagined. We are the guardians of your financial future. Call us today to schedule an appointment with a Wealth Manager. You work hard tod...

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