Proper estate & gift planning can assist you in preserving your wealth. It is crucial to make your intentions known and documented so that your family doesn’t have the hardship of figuring that out after you pass away. There are many potential objections to consider when developing an estate planning strategy, some financial and some non financial. These are likely to evolve over time and it’s important to review and update your plan periodically.
Our professional team can assist you and guide you in the right direction so that all of your desires for your estate; your wealth and your Legacy survive you!
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Greg Feese CRCP®, Registered Representative, Investment Adviser Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through PR Wealth Management Group, Inc., a Registered Investment Adviser. PR Wealth Management Group, Inc., Legacy Wealth Management and Cambridge are not affiliated. Greg Feese is securities licensed in Nevada, Arkansas, New York, Illinois, Minnesota, Florida, Georgia, Wisconsin, Washington, Texas and Colorado. This is not a solicitation for sale of securities in any jurisdiction. The registered representatives or investment adviser representatives referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.