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Navigating your family's future

We are a wealth management and financial planning firm that believes in having a specific plan in place to help achieve your family's goals and desired outcomes. Our mission with every family that we work with is to provide an all-encompassing, formal process that delivers strong investment returns to fit the goals you have. We take an analysis-driven approach to determine an investment strategy that you can feel confident in. 

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Retirement Calculator

This calculation is an estimate based on historical averages. It is not a guaranteed result.

Retirement planning is an important part of financial preparedness. It is crucial to plan ahead and invest wisely in order to ensure a comfortable retirement. Investing early and regularly helps to maximize the potential of your retirement funds. By being prepared and making wise investments, you can ensure a secure and comfortable retirement.

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Try out our calculator to see if you are on the right track to retirement readiness!

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(330) 237-9651

The Huntington Bank Building

108 Main Street SW

Suite 302B

Warren, OH 44481

25 Audubon Lane

Poland, Ohio 44514

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© 2021 Cabot Family Office

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS provide legal or tax advice and are not Certified Public Accounting firms. Cabot Family Office is not affiliated with Kestra IS or Kestra AS.

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This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582. 

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https://www.kestrafinancial.com/disclosures

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