Retirement Income Plans
Year-by-year plans address income sources, taxes, Social Security, and
Competitive Edge Wealth Management LLC
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About Competitive Edge Wealth Management LLC
Comprehensive wealth management is provided for individuals and businesses in Albuquerque. Services include retirement income planning, tax diversification, tax mitigation, investment management, and investment selection. Retirement plans may address retirement income, tax planning, Social Security optimization, and Medicare. Investment approaches include risk-managed, strategic, tactical, active, and passive styles, with options such as stocks, bonds, CDs, mutual funds, exchange-traded funds, cryptocurrencies, real estate investment trusts, and partnerships. College planning services are also available. The firm is led by William Hauenstein, who has provided financial advice since 1987 as an Investment Advisor and fiduciary. Competitive Edge Wealth Management LLC serves clients in Albuquerque, US.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Investment Management
Investment styles and account structures are considered for individual
Tax Planning
Tax diversification and mitigation strategies address changing tax lia
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