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RAFAT JADON : Financial Advisor and Investment Advisor Representative

759 S Federal Hwy Ste # 201 F
Stuart, FL 34994

Phone:

772 -334-0482

Fax:

772-334-0484

E-mail:

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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 Helping You Plan Your Financial Future'

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

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

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A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Explains how a borrower can lower monthly payments by recasting a mortgage.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

Determine whether you should consider refinancing your mortgage.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck