Estate Planning
When you die, who gets your money, your property and your possessions? There are three options: you can give your estate to family (or loved ones), charity, or the government. Of these options, you can pick two or the IRS will do it for you. For affluent individuals, without planning about half of everything they have accumulated may go somewhere other than to the people you care about. BennCo Advisors
is well equipped to help you organize your options and assist in finding wealth transfer solutions.
Please, review the Client Relationship Summery and learn more about the details and inner workings of the client advisor relationship.
Securities and Advisory services offered through appropriately registered representatives of
The Strategic Financial Alliance, Inc. (SFA), member
FINRA/SIPC. Certain advisory services offered through Bennett & Co. Advisors, Inc., DBA BennCo Advisors, which is otherwise unaffiliated with
SFA.
SFA
and BennCo Advisors do not offer tax or legal advice.