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25% Off TestDrive™ Now

See How We Help, With No Pressure to Join

Choosing the right person to help with your money is important. That's why we have TestDrive™ at Lake Tahoe Wealth Management.

Use code NYRES25. Offer ends 2/14/25. Sign up now!

What is TestDrive™?

TestDrive™ lets you learn about our services without any pressure to sign up for more. It's like a quick look at how we can help you understand your money better.

Get 25% off TestDrive™! Use code NYRES25. Offer ends 2/14/25. Sign up now!

Financial Planning

This commitment to customization sets us apart, reinforcing our dedication to providing solutions that resonate deeply with your vision for the future. Your financial well-being is our priority, and we're here to tailor a path that's uniquely yours.

Portfolio Management

Your portfolio is the foundation of your financial security. Therefore, your portfolio management should be tightly integrated with overall goals and risk tolerance levels.

Retirement Plans for Companies

A well-designed retirement plan can be a win-win for both small business owners and their employees, contributing to financial stability, attracting top talent, and fostering a positive work environment.

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How to get Started

  • Read the details to see what each TestDrive™ includes.

  • Choose a portfolio review, tax planning, or a retirement check-up.

  • After you upload the needed documents, pick a date and time for your TestDrive™ meeting with a CERTIFIED FINANCIAL PLANNER (™).

  • After your talk, you’ll get a detailed report with insights just for you.

Why Try TestDrive™?

If you're curious about how we can help you manage your money better, give TestDrive™ a try. It’s a great way to see what we're all about without any pressure to commit.

 

TestDrive™: Expert assessment, now 25% off. Sign up today! Use code NYRES25 Offer ends 2/14/25.

Expert Help

You’ll spend one-on-one time with experts who want to help you succeed.

Just for You

Everything we do in your session is tailored to your needs and goals.

Absolutely No Pressure

Try us out without any obligation to sign up for more.

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Let's Meet

For every challenge, there is an opportunity. Let us help you plan and prepare for your financial future. We invite you to take that first step and contact us today to schedule a consultation with one of our team members.

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