It’s never too late to plan your future.
Many people put off planning for their future — there are too many choices, and they don’t know whom to trust for guidance. However, planning with the help of a skilled advisor who is interested in your needs and knowledgeable about all the options can be empowering and exciting.
DO YOU HAVE A WILL, A TRUST, OR THE GOVERNMENT PLAN?
There are only three simple routes to an estate plan. A will. A Trust. Or the Government plan.
The Family Tree Asset Positioning process will help you decide on the best route for you and your loved ones.
Are you happy with your present career? Asset Positioning Services has experienced advisors in all areas of financial planning many with specialties in specific products. We are adding properly licensed professionals who want to be trained in the Family Tree Asset Positioning process. Would you like to read our career plan? Schedule your phone appointment today.
Randall Baxter has been our Investment Advisor and friend for over 15 years. He is trustworthy, efficient and knowledgeable. He made sure that we understood how and where we have our savings to keep us solvent in these troubled times.
When my husband died, I knew nothing of dealing with his death. Randy spent hours explaining the wills, a Trust, an investment that would pay me for the rest of my life, tons of paperwork, and Probate. I am so grateful for all he did and what he is still doing for me.