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Second Opinion Estate Planning™
Financial Planners and Estate Planning Attorneys tend to have "favorite"
planning techniques or niche areas of specialty that they incorporate into their
clients' estate plans. This can provide some very beneficial results for clients;
however, this type of planning perspective can also result in too narrow a
focus - and can lead to unintended consequences or missed opportunities.
Our focus is in doing a broad analysis of your entire plan - finding those
missed opportunities - and identifying areas of unnecessary exposure to tax
liabilities. There are no fees to review a previously completed estate plan.
Do you have enough faith in your current advisor to allow us to take a second
look?
planning techniques or niche areas of specialty that they incorporate into their
clients' estate plans. This can provide some very beneficial results for clients;
however, this type of planning perspective can also result in too narrow a
focus - and can lead to unintended consequences or missed opportunities.
Our focus is in doing a broad analysis of your entire plan - finding those
missed opportunities - and identifying areas of unnecessary exposure to tax
liabilities. There are no fees to review a previously completed estate plan.
Do you have enough faith in your current advisor to allow us to take a second
look?
| We have 25 years of experience in reviewing Estate/Retirement Plans. We have had so much success in identifying missed opportunities and costly mistakes in our clients' plans that we trademarked the process! All plans should be reviewed periodically to ensure that the changes that occur in your life are reflected in your Estate Plan. But even if you have done recent planning, even a Comprehensive Estate Plan, it's highly likely that you will benefit from a review. We have reviewed plans done by top Financial Planners and prestigious law firms; all of them either missed opportunities or contained mistakes that would have been very costly in terms of the Estate Taxes that would have been assessed. Call us today at (800) 593-2275 or email us to find out the 5 Most Frequently Missed Opportunities and to schedule your complimentary review. |
Is Your Retirement Plan Worth a Second Look?
Teachers First Financial ... "The Retirement Resource for Massachusetts Educators" |
| Teachers First Financial 72 Sharp Street Suite A2 Hingham, MA 02043 (781) 331-2275 (800) 593-2275 |
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