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Helping You Navigate Towards Your Retirement Destination
Helping You Create an Estate Plan That Leaves a Lasting Legacy
If your goals including leaving a financial legacy for the people and/or causes that matter most to you, we can help. A solid estate plan is vital in ensuring a lasting legacy for your loved ones and favorite charities. We work with your estate planning attorney establish an estate planning strategy that is in line with your portfolio, tax planning strategies and overall financial planning goals. We also help ensure you have all the necessary estate planning documents in place, based on your specific financial situation.
Which estate planning documents would I potentially need?
- Last Will & Testament
- Living Will
- Irrevocable Life Insurance Trust
- Revocable Living Trust
- Financial Power of Attorney
- Medical Power of Attorney
- Advance Medical Directive
Contact Us Today
Interested in learning more about how we can help navigate the journey toward your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.
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Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies. This material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 22359 - 2022/10/20