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Estate Planning
As your financial consultant, we will work with you to help increase your personal wealth. Our services include net worth analysis, trusts, family gifting, college funding, retirement planning, and family business transfers.

We will plan with you to help minimize estate taxes. Estate taxes are no longer a problem that affect only the very wealthy. Considering the value of your home and life insurance, your estate may already be facing a sizable tax! We will serve as coordinator of your estate planning team to help you accomplish your objectives at the least tax cost.

529 Plans and Estate Planning

Basic Estate Planning

Life Insurance and Estate Planning

Advanced Estate Planning Concepts for Women

Estate Planning Key Numbers

Key Estate Planning Documents You Need

Women and Estate Planning Basics

Asset Protection in Estate Planning

Estate Planning and 529 Plans

Estate Planning: An Introduction

Life Insurance and Estate Planning
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 Securities and advisory services offered through SagePoint Financial, member FINRA and SIPC. Tax and Accounting services offered through CPA Financial Group, Inc. CPA Financial Group is not affiliated with SagePoint Financial or registered as a broker/dealer or investment advisor. Sagepoint Financial Inc does not offer tax or legal advice.

This communication is strictly intended for individuals residing in the state(s) of AL, AK, AZ, AR, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, MA, MI, MN, MS, MO, NE, NV, NJ, NY, NC, OH, OR, PA, SC, TX, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.
 


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