Inheritance
Does this describe you?
You have or will inherit more than $500,000 in cash or investment assets.
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
Provides proactive and responsive communication to keep you informed, educated, & empowered?
3
Helps you understand the “why” behind their recommendations?
