Charting a Legacy Trail: Building a Lasting Financial Heritage
Leave a Lasting Legacy for Your Loved Ones
If your goals include leaving a financial legacy for the people and causes that matter most to you, it’s important to incorporate legacy planning into your overall financial strategy. We can help.
As your partner in planning for your financial future, we work alongside your estate planning attorney to help ensure your estate planning documents are in line with your overall
financial goals.
Legacy Planning
Based on your personal financial situation and legacy goals, these documents may include any combination of the following:
- Last Will & Testament
- Living Will
- Advance Medical Directive
- Irrevocable Trust
- Revocable Living Trust
- Medical Power of Attorney
- Financial Power of Attorney
Prospect Wealth Advisors does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
5 Simple Steps to a Successful Retirement: Make Your Retirement a Blockbuster
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.
602-807-1411 • 17851 N 85th St, Suite 275, Scottsdale, AZ 85255
Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC a Registered Investment Adviser. CreativeOne Wealth, LLC and Prospect Wealth Advisors are unaffiliated entities.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.