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Guiding the way to financial security for a lifetime, with the FMA Mastery Level of Retirement Income, Tax, and Estate Planning

SERVICES

~ Individual and Family Tax and Estate Planning Consultations

~Consultations on Best Current, and tax efficient ways, to Donate to your Favorite Charities

~Consultations on the Duties of an Executor, and making personalized Final Arrangements

Senior Couple Doing Yoga

~~~ENJOYING ESTATE PLANNING PEACE OF MIND ~~~

JUST SOME OF THE RESULTS OF EFFECTIVE

ESTATE PLANNING :

Substantial savings in Income Tax and B. C. Probate Fees

PLUS Planned Estate Distribution PLUS complete and up-to date Wills, Power of Attorney and Health Representation Agreements PLUS the best tax positions overall PLUS your exact choices in Beneficiary designations and after-tax estate distribution amounts

EQUALS: Peace of Mind

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