"Someone is sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett
"What will happen to my family if I pass away unexpectedly?" We will create a financial plan for you that will ensure that your family will be cared for in the event of unplanned passing.
"Life has been good to me and I feel that I have sufficient savings. I want to leave something to my grandchildren or give to my favorite charity." We will advise you on how to best transfer assets to your family or your favorite charity while taking all tax consequences into consideration.
We will make sure that your assets are properly titled, and that your investment accounts are appropriately beneficiary designated.
Next area: Insurance Planning/Risk Management
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