Keep It All in the Family
Professional – Confidential – Secure
You've Come a Long Way
Actually, we all have come a long way. Now it's common to have 4, 5 or 6 generations showing up at family reunions or during the holidays. However, life or health can change in an instant due to an illness or an accident. A simple fall can radically change one's independence. These things can deeply impact the nest egg you have diligently grown, protected and planned on using for more enjoyable tasks.
And Now You May Provide Again
There are a lot of options and futures ahead of us. Unfortunately, the fear of what can happen can be exhausting. That may be why people don't get their financial house in order. Each of us already has a plan- the question is do you know what it is, who may be included (or not) and to what extent? Or do you wish to have the courts decide your family's financial legacy? It may be time to create, review and align your legacy.
In a Clean & Efficient Manner
We do a deep dive while you remain on shore. We get your financial house in order in a clean and efficient manner. We make thing clear- to other people. Our service is based on the 25 documents we all need through life. Treatments or benefits can begin quickly when documents are organized, accessible and in one place. If necessary, a referral to an attorney may be necessary. We know what we want- but does anybody else?
It takes a concerted effort to your legacy.
Let us help you preserve your family legacy in a clean and efficient manner.
Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. Representative may not be registered to provide securities and advisory services in all states.