Your Assets And Legacy Are In Safe Hands
Estate planning is an important part of your retirement planning. It’s the art of making sure that your loved ones still get along after you’re gone. Without a plan, leaving an unplanned estate can cause family members to feud over your possessions. Take the time to create a plan and build this element into your comprehensive Retirement Plan.
Estate planning is the process of managing and preserving your assets while you are alive, conserving them after your death, and distributing them according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals and many other factors determine your particular estate planning needs. For example, if you have a large estate and want to avoid paying taxes on it before it goes to loved ones, you should create a trust.
With proper estate planning, you can ensure that your assets are distributed in accordance with your wishes and that your beneficiaries are provided with the resources they need.
Asset Guard is Committed to The Five Finger Common Sense Approach to Wealth Management:
- Grow your Money
- Don’t Lose it!
- Lock In All Your Gains.
- No Fees
- Tax Efficient / Tax Free
Your retirement dreams are heavily dictated by your money and financial freedom. We aim to help you gain control of your finances and live the way you choose.
Each client receives an individualized analysis reflecting their current situation and available financial solutions applicable to their particular situation as well as specific recommendations as to which paths to follow.
Contact
- 6285 Shallowford Road, Suite 120 Lewisville, NC 27023
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+1 (336) 946-1009
+1 (877) 749-5439 - Info@AssetGuardNC.com
Appointment
Book your appointment with one of our advisors today and take the next step towards financial freedom.
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