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LBT Wealth Management
Richard Taborda, CFP®, CIMA®, RICP®
President
732-479-1730
rtaborda@lbtwealth.com
Welcome
We provide holistic Financial Life Planning tailored specifically to your unique needs and circumstances.

We focus on your values and goals so that we can make the most appropriate financial recommendations designed to help your family overcome challenges and to take advantage of opportunities so you can successfully transition throughout life’s journey.

Our mission
is to help align your financial plan with your life goals.

Our commitment
is to honor our relationship by putting your interests first and focusing on increasing your sense of financial well-being and life satisfaction
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Newsletters
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    One of the most confusing Medicare provisions is the prescription drug coverage gap, often called the "donut hole." It may be clearer if you consider the gap within the
  • On the Road to Retirement, Beware of These Five Risks
    On your journey to retirement, you'll likely face many risks that have the potential to throw you off course. Following are five common challenges
  • Life Insurance with a Refund
    Comparatively speaking, of all the different types of life insurance available, term is usually the least expensive. Generally, term life insurance provides protection
  • When should I submit college financial aid forms?
    For the 2019-2020 school year, the federal government's financial aid form, the FAFSA, can be filed as early as October 1, 2018. It relies on current asset information
  • What's so great about a college net price calculator?
    If you're saving for a child's college education, at some point you'll want to familiarize yourself with a college net price calculator, which is an
    
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 PRIVACY POLICY

IMPORTANT DISCLOSURES


Copyright © 2018 LBT Wealth Management, LLC.

The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of NJ and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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