Legacy Planning
There is no better feeling than knowing that your family members are taken care of. Planning how much you can afford to give to your legacy is an important aspect of your financial plan. We can talk through how much to allocate where; then your family does not have to fight over your finances later.
If you would like us to review your current retirement plan or have questions regarding legacy planning or how we can assist with building a retirement plan for you, contact us at (424) 224-9887 to schedule a complimentary financial review.