It has been said by many wise people in various ways that studying our past gives context to the present and hope for tomorrow. Assessing your financial history and current reality leads into creating an estate plan as a part of your comprehensive financial strategy.

Having an estate plan can be one of the most effective ways of lowering estate taxes while providing for your family’s needs today and leaving a legacy for the future. As your estate planning partner, KCG Investment Advisory may:

• Coordinate with your attorney and CPA to implement your estate plan from beginning to end
• Retitle assets to reduce or eliminate estate taxes or avoid probate
• Conduct routinely scheduled planning reviews
• Review and coordinate your philanthropic/charitable contributions

Our passion is to serve people and to see your financial goals come to life. Call us today to ask any questions or to set up a time to meet with our wealth management advisors. We are ready to help.

When it comes to your retirement, we reject formulaic answers or cookie-cutter plans. We look at where you are and where you need to be financially by looking at multiple indicators that can help you prepare and improve your financial health in the years ahead. We think through multiple scenarios, (for example, how do you best avoid outliving your money), provide action steps to help set you on the right course, monitor how you’re doing, and consistently communicate where you are in meeting your goals.

Call us today to ask any questions or to set up a time to meet with our wealth management advisors. Planning for the future starts today. We are here to help.