Financial Advisory Corporation

Invest Your Money Well with an Advisor You Can Trust

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Wealth Transfer

We help you plan for a successful transfer of wealth.

INVESTMENT MANAGEMENT

PLANNING FOR RETIREMENT

FINANCIAL COUNSEL FOR WIDOW(ER)S

GENERATIONAL WEALTH TRANSFER

Wealth, transferred to the next generation, can be one of the most significant blessings your legacy leaves behind. Many save and invest well over their lifetime, yet find themselves unsure how to tackle important decisions for their heirs.

We believe you deserve to know your estate will benefit future generations to come.

For over 30 years, we’ve helped families maintain unity, harmony, and confidence as they plan for a successful transfer of wealth.

We’ll help you get organized and create the time and space you need to consider these important decisions. You don’t have to do it alone.

You’ll feel prepared when you talk to your estate planning attorney, knowing what to ask for.

Now is the time. Don’t delay another day. If you’re ready to have peace of mind knowing your legacy will be a blessing to future generations, then schedule a visit today.

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Your life savings reflect years of smart decisions. Diligence, discipline, and hard work. Moving from the “earning years” to the “spend down” years is different.

 

Today, you’re faced with an entirely new set of choices:

• How much should you spend per year and still have “enough” for your life?
• How should you respond to “financial noise” in the news media?
• How can you help prepare your loved ones to manage their inheritance wisely?
• How will you avoid paying more taxes than you need to?
 

If you want clear guidance to make key financial choices with confidence, then schedule a call with our team today!

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