Legacy Planning

Effective Legacy Planning involves having the proper estate plan in place to protect your family after you are gone. Our Financial 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 Spectrum Financial Group.

*FORTUNE and FORTUNE 500 are registered trademarks of Time Inc. and are used under license. From FORTUNE Magazine, June 2019. © 2019 Time Inc. Used under license. FORTUNE and Time Inc. are not affiliated with, and do not endorse products or services with Massmutual. 

***Registered Representatives do not provide tax and/ or legal advice. Clients should confer with their qualified legal advisors as appropriate for their specific Estate planning circumstances. 

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 - CRN202203-260265

*IMPLEMENTATION: The client is free to implement the plan recommendation with whomever he/she chooses

**REVIEW: Periodic reviews or updates require a new agreement and may be subject to additional fees.