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Atwell Private Wealth Management | Burleson, TX

279 W. Hidden Creek Parkway, STE 1201
Burleson, TX 76028

E-mail:

We are focused on a foundation of trust and building a relationship with our clients first. Once that relationship is established, we can truly dive into their unique financial needs.

Jeffery C. Atwell - Founder and CEO
Get A Complimentary Consultation Today

279 W Hidden Creek Pkwy.


Suite 1201


Burleson, TX 76028

(817) 764-1552

(817) 764-1575

info@atwellpwm.com
Accessibility Statement  

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA / SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AR, AZ, CA, FL, IL, LA, MI, MN, MO, NC, NE, NV OR, OK, PA, TX, VA, WI.

Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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