Do you have the answers to the following questions regarding your financial future?
Lifetime Planning – Why is it important?
Life expectancy is increasing for the majority of Americans. According to IRS tables, the probability of at least one spouse of a couple who are 65 years old living to age 90 is at least fifty percent. Our lives will be very different in our golden years, but our need for cash for lifestyle expenses will still be there. It’s important that our money lasts at least as long as we do.
Wealth Transfers – What you Need to Know
“There is more to be gained by avoiding wealth transfers than picking apparent winners in the marketplace.”
Because we are not product oriented, but service oriented, our clients receive additional value through our advice, planning strategies, and options which are specific to their needs.
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