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  • Services
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Estate Planning
    • Tax Planning
    • Retirement Plan Consulting
  • Retirement Plan Consulting
  • About
    • Why Us?
    • Our Process
    • Our Team
    • FAQs
  • Insights
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    • Your Legacy
    • Your Freedom
    • Market & Investments
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    • 401(K) CALCULATOR
    • Roth vs. Traditional IRA Calculator
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These examples are hypothetical only, and do not represent the actual performance of any particular investments. Investments in securities do not offer a fixed rate of return. Principal, yield and/or share price will fluctuate with changes in market conditions and when sold or redeemed, you may receive more or less than originally invested.
These calculators are designed to be informational and educational tools only, and when used alone, do not constitute investment advice. We strongly recommend that you seek the advice of a financial services professional before making any type of investment. The results presented by this calculator are hypothetical and may not reflect the actual growth of your own investments. CWM, LLC and its affiliates are not responsible for the consequences of any decisions or actions taken in reliance upon or as a result of the information provided by these tools. CWM, LLC is not responsible for any human or mechanical errors or omissions. All calculations based on existing laws at the time of page publication and are subject to change without warning.
Trimble Wealth Advisors
(913) 379-9600
7450 W. 130th Street
Suite 350
Overland Park, KS 66213

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  • Why Us?
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carsonwealth

We proudly serve the following areas: San Diego, Temecula, Poway, Southlake, Alexandria, Colorado Springs, Walnut Creek, Overland Park, Olathe, Lenexa, Fort Worth, Parkville, Gladstone, Platte County, Nashville, Columbia, Paola, Raymore, Emporia, Raytown, Durham, Gilbert, Milton, Gardner, Salem, Baldwin City, Prairie Village, Pasadena, Las Vegas, Kalamazoo, Gainesville, Naples, Kaneohe, Marceline, Burnsville, Dousman, Taylors, Lee’s Summit, La Mesa, Oak Grove, Dulles, Pahrump, Haymarket, Blue Springs, and the following counties: Prince William County, Loudoun County, Linn County, Honolulu County, Collier County, Kalamazoo County, Los Angeles County, Douglas County, Oconee County, Santa Rosa County, Alachua County, Durham County, Lyon County, Cass County, Clay County, Miami County, Davidson County, Boone County, Riverside County, Tarrant County, Contra Costa County, El Paso County, Fairfax County, San Diego County, Dallas County, Maricopa County, Johnson County, Jackson County, Clark County, Dakota County, Waukesha County, Greenville County, Nye County, and operate in the states of Kansas, Missouri, Texas, California, Nevada, Arizona, Hawaii, South Carolina, North Carolina, Colorado, Michigan, Florida, Minnesota, Wisconsin, and Virginia.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Additional information about CWM, LLC and our advisors is also available online at https://www.adviserinfo.sec.gov or http://brokercheck.finra.org/ . You can view our firm’s information on this website by searching for CWM, LLC or by our CRD number 155344.

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