Legacy Planning Concepts

Will your family be receiving the legacy that matters most?

 

More than just a bank account or stock certificates—your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them.

 

With this in mind, the question for you becomes more about what each of your family members values most. You can't really know until you start talking about all these key components of creating a legacy.

 

It could be that values and life lessons are top on someone's list.  Someone else may rate personal possessions of emotional value #1.  Starting a meaningful discussion about your family legacy can be difficult—but it doesn't have to push your family apart. It can help bring you together, resolve conflicts, and spare emotional tensions later on.

 

Although we are not estate planners and do not provide tax or legal advice, we can help you explore your life insurance options to help meet your legacy planning goals. 

Please note that Investment Money Management and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. Investment Money Management may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

 

ABOUT US

We will keep you current with economic and financial news to help you stay in front of important changes in the economy that could effect all of us.

We have over 40 years experience in the financial service business. Our goal is to help you meet your financial goals.

OUR SERVICES

 

Blog

CONTACT US

  • Facebook Social Icon

28 Duxborough Trail

Duxbury Massachusetts 02332

 

Phone: 781.422.7118

Fax: 866.729.6220

Email: hfrattaroli@gmail.com

© 2019 Investment Money Management | All Rights Reserved. | Website Designed by Stoff 360 Media