Inheritance

Does this describe you?

You have or will inherit more than $250,000 in cash or investment assets, including retirement accounts.

You want to delegate the management of these monies to a team of professionals.

You see the value in working with a fiduciary and fee-only advisor.

Do you want a guide to help you:

– Create a sustainable investment plan for these monies?

– Optimize your taxes and understand the impact of investment fees?

– Give to charitable causes in a more tax-efficient manner?

– Establish a financial plan to show you what’s possible?

– Seize opportunities, avoid mistakes, and uncover blind spots?

Would you like to work with an advisory firm who:

1

Offers distinctive guidance without an incentive to sell financial products or earn commissions?

2

Prioritizes ongoing and responsive communication to keep you informed, educated, & empowered?

3

Helps you understand the “why” behind their recommendations?

If you’re ready to take the next step…

Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.

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The Confidence Your Money is Looking For

The Confidence Your Money is Looking For

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