“FAMILY TREE ASSET POSITIONING”

Finding Your True Purpose For Money

 

THE FIRST STEP BEGINS HERE

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WATCH MY VIDEO

A few minutes of your time for Life changing results!
Discover insights on how to use your Family Tree 
To make major estate planning decisions!

 

4 critical questions you should be asking yourself:
1) What type of estate plan do I have? A Will? A Trust? Or The Government Plan called Probate?
2) What type of Estate planning is best for you and your family?
3) Can I design my estate plan from the comfort of my home?
4) How can I create an estate plan in the most economical way?
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Create a roadmap to your estate plan

R

Solve relationship change issues

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Solve asset change issues

R

Solve health change issues

With this eBook You Will Learn

  • Why understanding your FAMILY TREE is important
  • Step by step procedures for outlining your FAMILY TREE
  • How to qualify family members in the roles you require
  • How to efficiently design your estate plan

This eBook Is Perfect For You

If you had a

relationship change

If you had an

asset change

If you had a

health change

If you are worried

about your family’s legacy

If you need an estate plan

but don’t know where

to start

If you have an outdated

estate plan

My mission is to help you take the next natural step into establishing the proper Estate Plan for you and your family.

Use the eBook to determine where you are and discover the next step, if don’t have an estate plan other than the probate court, or you have experienced a recent relationship change (divorce, death, marriage, or birth), an asset change (retirement, inheritance, property sale, job change, investment losses/gains, lottery winnings …) or even more important, health changes (pending end of life, negative medical diagnosis, long term illness or injury).

The eBook will self guide you through the process, if you want to do it on your own.

 Schedule and attend a call with me, and I will refund your $9.95

This eBook is the definitive guide to the ideal estate plan for you and your family!

“A major reason estate plans aren’t successful is the next generation isn’t prepared. Because of that, they waste or mismanage the assets. They are taken in by scams or bad investments.” Forbes

This Knowledge:

Will lead to the proper estate plan

for you and your family

Will give you access to the facts

to make it work!

Will make the process more

fun and enjoyable!

It’s a no brainer. GET your eBook today

TESTIMONIALS

Hey Randy,

When my client and I drew her familiy tree and she saw how her family would be taken care of, it was pretty incredible.

It was like drawing out the family tree was allowing my client to sit with the problem for a minute and just wrap her mind around the problems she was leaving for her family and herself if she did not take care of this.

The Family Tree Asset Positioning formula is magical!

Tony F.

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.

Nancye Payne

The service and advice I have received from Randy Baxter has been a great blessing to me and my family. He is a trustworthy man in whom I have confidence.

Mike Newby

Randy Baxter is a professional advisor who specializes in assisting people design their estate planning portfolio.

He received his BS in Education from the University of Tennessee in 1977 and taught elementary and college for six years. He entered the financial services industry in 1983 with the New York Life Insurance Company and began work as the training supervisor of the East Tennessee offices in 1985. His status as the go-to person for product knowledge and plan design helped him realize that to help the most people, it was best to work as an independent trainer with agent responsibilities and specialize in Estate Planning Design. In 1987, he opened Asset Positioning Services, an independent estate planning organization.

Four decades of experience working with clients, attorneys, and CPAs placed Randy in a position to help his clients fill their needs in wealth accumulation, preservation, and distribution.

As author of the eBook, FAMILY TREE ASSET POSITIONING,  Randy is in a position to secure the desires of his clients and enhance the value of their estate planning in an efficient and affordable process.

FAMILY TREE ASSET POSITIONING

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