Advanced Financial Concepts - Customized Financial Planning

CONNECT

Address:

8404 Six Forks Road Ste 204
Raleigh, NC 27615

Phone:

919-844-1981

Fax/Other:

919-844-1981

Estate Planning

 


A sound, clearly communicated estate plan can help your loved ones make difficult transitions with confidence and protect their future quality of life.

 

At Advanced Financial Concepts we know that life can change in an instant. We are always here for our clients to develop plans and to help implement them from one generation to the next. Our goal is to work with you and your estate attorney to establish a solid foundation for meeting your financial needs. With our guidance and support, you can be confident that your family will be well prepared for the future.

 

As trusted advisors, we will work with your legal and accounting experts to develop personalized strategies for managing your inheritable assets. A good estate plan must satisfy many criteria. It must take care of providers during their lifetimes and offer a distribution strategy that will allocate assets quickly and efficiently to beneficiaries. It must be easy and economical to administer – and must take income, gift, and estate taxes into account. It must also pay special attention to the unique issues facing clients with large IRA or Qualified Plan balances.






 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck