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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Estate Planning

You’ve worked hard over the years and you’ve accumulated some assets. But if you’re like many people, you probably haven’t taken the time to develop a plan for preserving those assets. Unfortunately, under current tax law, estate taxes could consume a good portion of everything you’ve worked hard to accumulate over the years. Don’t let that happen to you. Let our estate planning specialists show you how to reduce the amount of taxes your estate will owe, as well as how to plan for the eventual distribution of your assets to your heirs. Through the use of wills, trusts, charitable gifting programs, and life insurance, we can help you develop: § Wealth preservation strategies § Wealth transferring solutions § Strategies for protecting your business interests

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck