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Well Advised.

Active listening leads to careful planning. IronGate Partners is a trusted advisor for discerning individuals, families, and companies. Our team of professionals offers extensive wealth management experience to help you preserve and build upon your financial foundation. As a fiercely independent firm, we recognize that successful people need and deserve proactive advice. We are uniquely qualified to help you achieve clarity and confidence for the future.

IronGate Partners Wealth Management services can benefit anyone seeking financial peace of mind, whether you are retired or nearing retirement, or you are a professional seeking assistance in building and managing your wealth as you move in that direction.

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Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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However exciting retiring abroad may sound, it deserves considerable planning.

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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Use this calculator to estimate your capital gains tax.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Assess whether you are running “in the black” or “in the red” each month.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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There’s an alarming difference between perception and reality for current and future retirees.

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Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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