Are You One of the 63%?
While no one wants to leave important decisions around their family and estate to chance, according to a recent survey, 63% of Americans don't have a will or trust and another 9% have out-of-date documents.
Why is this? Well, the process can be uncomfortable, complicated, time-consuming and expensive. As a financial consultant, part of my commitment is to help individuals ensure this important task is completed.
If this is you, click the button below to schedule a brief strategy session, so I can show you how we can help you solve this problem with Estate Guru. An additional link is provided to get attorney-prepared powers of attorney at our cost!
There is no fee for this introductory consultation. An advisory relationship is established only through a written agreement.
Investment advisory services are offered through Brookwood Investment Group LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. This website is an advertisement for advisory services and is provided for informational purposes only. It is not personalized advice or a recommendation. All investing involves risk, including loss of principal, and past performance does not guarantee future results. Services are offered only where properly registered or exempt. See Form ADV and Form CRS at www.adviserinfo.sec.gov.