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We Bring Meaning to Your Money

The roadmap to your success is just as unique as your life story, history and circumstance. Through our specific, proactive process, Nemes Rush takes the stress of financial planning off your plate, develops an actionable strategy and simplifies the complex to help you see the bigger picture.

Whether you’re planning to build a home by the lake, help your daughter launch a business, generate income in retirement or preserve wealth for future generations, we formulate and set a comprehensive course for pursuing goals and achieving a bright future.

Our financial planning program involves:

Discovery

The foundation for your entire financial journey. We connect your complete wealth management plan—from investments and taxes, to estates and corporate trusts.

Analysis

We’ll take the information you provide and identify what and how much you’ll need to fuel your ideal future and analyze the best investments to ensure your money beats inflation.

Plan

This is where the big picture finally comes together. Once you’re happy with your financial plan, all you have to do is sit back and relax while we put your strategy into action.

Review & Optimization

These things are dynamic and ever-changing. That’s why we regularly meet to review your progress and fine-tune your plan. Of course, we’re always available any time throughout the year should sudden or unpredictable events arise.

Find the straightest path toward your goals.

Nemes Rush is a registered name for J. Alden Associates, Inc. Securities offered through J. Alden Associates, Inc. FINRA/SIPC. In accordance with the USA PATRIOT Act and other regulations applicable to it, J. Alden Associates, Inc. advises users of its website that it will fully comply with any and all regulations which may be promulgated by the U.S. Treasury Department under the USA PATRIOT Act, including those that encourage financial institutions to share information with regulatory agencies and law enforcement about individuals or organizations that may be “reasonably suspected based on credible evidence” of engaging in terrorist acts or money laundering. Accordingly, any information provided to J. Alden Associates, Inc. may be provided to regulatory, government or law enforcement agencies if requested or if deemed appropriate by J. Alden Associates, Inc. Raymond James & Associates, Inc. (RJA) also acts in an agency capacity for client orders in equity and option securities. Pursuant to Rule 606 adopted by the Securities and Exchange Commission, RJA is presenting certain information with respect to order routing practices by the firm during the preceding three months. Other Investor Information