Add a safety net to your financial plan with life insurance. Schedule a video consultation to discuss your options today.
Getting life insurance used to be a painful process but now it’s easy! You can find the best life insurance plans digitally and still work with a live agent from the comfort of your own home. No hold times or chatbots, schedule an appointment online and we will be ready.
Getting life insurance used to be a painful process but now it’s easy! You can find the best life insurance plans digitally and still work with a live agent from the comfort of your own home.
We don’t know who you’ll name as beneficiaries, but we are fairly certain the government won’t be among them. By strategically minimizing estate fees, probate fees, and taxes, we help ensure more of your money goes to your beneficiaries.
We don’t know who you’ll name as beneficiaries, but we are fairly certain the government won’t be them. By strategically minimizing estate fees, probate fees, and taxes, we ensure your money does more.
One of the biggest problems with estate planning is the people you trust most are often the beneficiaries of your estate. Therefore, we work as Fiduciary Financial Advisors, so we can provide you with clear, honest, and unbiased advice.
One of the biggest problems with estate planning is the people you trust most are often the beneficiaries of your estate. Therefore, our team provides clear, honest, and unbiased advice.
That’s not the only benefit of life insurance. Many life insurance policies allow you to tap into funds as the value of the policy grows. The best part?
You are only taxed once you withdraw the money from your policy. With the right life insurance planning strategy in place, your policy can act as a great source of tax-free wealth transfer to your beneficiaries.
Did you know that you can create a tax-free legacy for your family? If you have money set aside for your family that you will never touch, you may benefit from a life insurance policy that is designed to pass on to your family tax-free.
Obtaining a life insurance policy to leave a legacy can reduce taxes on the money. At the same time, it continues to grow through various index options and can save your family taxes by getting a tax-free benefit!
Did you know that you can create a tax-free legacy for your family? If you have money set aside for your family that you will never touch, you may benefit from a life insurance policy that is designed to pass on to your family tax-free.
Obtaining a life insurance policy to leave a legacy can reduce taxes on the money. At the same time, it continues to grow through various index options and can save your family taxes by getting a tax-free benefit!
The right policy is just a few clicks away. Our agents provide access to some of the largest A-rated insurance and annuity companies. Schedule a zoom consultation today to get started from the comfort of your home or office.
It feels silly to prepare for death when you are young and in good health…and it’s an uncomfortable subject to talk about when you’re older. There’s never going to be a “good time”.
With that said, estate planning is too important to ignore, particularly if you are a high net worth individual. Your money doesn’t disappear when you pass away, and an estate plan is the only way to ensure it goes where you want it to. As such, creating a plan while you are young, healthy, and of sound mind is important.
It feels silly to prepare for death when you are young and in good health…and it’s an uncomfortable subject to talk about when you’re older. There’s never going to be a “good time”.
With that said, estate planning is too important to ignore, particularly if you are a high net worth individual. Your money doesn’t disappear when you pass away, and an estate plan is the only way to ensure it goes where you want it to.
After you’ve passed on, an estate plan helps you control how your affairs are handled and what happens with your assets. Take the stress out of the planning process by working with a trusted estate attorney and advisor.
Trusts are typically used to better-ensure the owners assets are handled exactly as they wish, from the moment the Trust goes into effect, until long after passing. They can also be used as a means to manage tax consequences on an estate
A Power of Attorney (POA) allows you to appoint someone to manage your property, medical, or financial affairs.
A CPA can play an essential role in your overall financial plan. When necessary, we will partner with your CPA or a partner of ours to build your plan with current tax laws and strategies in mind.
When it comes to asset management and planning, you’ve worked your whole life to get where you are. Now, you deserve to work with a partner who knows how to steer you in the right direction. Someone who has a vested interest in your financial plan’s success. Someone like SG Wealth Managers.
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