Income

For Life.

Our goal with an Income for Life plan is to help our clients manage their assets to last throughout retirement.

 

This is your retirement roadmap.

Long-Term Care

Crisis Planning.

If you are dealing with a long-term care crisis for an aging parent, this plan helps you discover ways to pay for Home Health Care, Assisted Living or Nursing Home costs in the most tax efficient, cost effective way possible.

All of Our Financial Services

  • Asset Protection Strategies*

  • Estate Conservation Strategies

  • Retirement Accounts

  • Trademarked Estate Organizer System℠

  • IRA Distribution Strategies

  • Investment Strategies

  • 529 Education Plans

  • Health Insurance review

  • Medicare Supplemental and Prescription plan review

  • Life Insurance Evaluation

* Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.

 

Family Tree Financial does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Contact Us for a

Free Consultation

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