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The thought of considering finances and making critical decisions while dealing with a terminal illness can be difficult and taxing. However, choosing not to address money concerns after a “terminal” diagnosis can be devastating for your family down the road.
As an asset management and financial planning firm (with a special focus on tax and legacy planning), we can help you make the right choices in financial areas that can impact your loved ones after you are gone. By ensuring clarity of your wishes and effectively planning, we can help make the transition as smooth as possible during an already difficult time. Please call us for a Next Steps meeting and we can present a list of things to consider.
Financial Enhancement Group is an SEC Registered Investment Advisor.
Wealth Management & Financial Planning
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.
The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.
