WHAT TOPICS WILL BE COVERED?

When you plan ahead, you can leave behind more than your possessions- you can leave a legacy of family harmony too.

How having a Will and Trust, no matter the size of your estate, can make the transfer of your assets more efficient for family.

Discuss how having a Will and Trust will help the Beneficiary know what to do with your estate.

Learn how to minimize your estate’s tax exposure and ensure your assets transfer efficiently.

"It doesn’t matter what happens to my assets – because I’ll be gone!” You’ve always done what was best for your family, so why stop now? Failing to plan how your assets should be distributed could cause problems for the family members you leave behind. Leave a legacy of family harmony instead with some careful enhanced planning.

Focused on Retirement Planning

OUR GOAL: We strive to be the primary source of financial guidance for people approaching retirement or already in retirement. We want to reduce the stress level of our clients by developing accurate customized retirement plans which eliminate the anxiety surrounding “guesswork” and the “unknown.”

OUR SPECIALTY: We specialize in providing guidance on the financial questions many people face during, and leading up to retirement, especially surrounding Social Security Maximization.

All attendees are eligible to receive a complimentary second opinion financial strategy session.