Legacy Planning

Effective Legacy Planning involves having the proper estate plan in place to protect your family after you are gone. Our advisors can help you create an effective estate strategy that can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Through the creative planning process we provide the following services: 

Will and Trust Design Strategies

Life Insurance

Analysis

Estate Tax Reduction Techniques

Family-Gifting

Strategies

Employee 

Stock Option Analysis

Charitable

Planning

Property Ownership Alternative

Contact

13455 Noel Rd. 20th Floor

Dallas, TX 75240​

Fax: 972.246.1899

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© 2017 by SFG

© 2017 Spectrum Financial Group.

Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC www.sipc.com Supervisory address: 13455 Noel Rd. 20th Floor Dallas, TX 75240 972.458.9907 - CRN201909-218040