ESTATE PRESERVATION
Our main goal is your main goal with estate preservation: to provide for your family, including spouses, children, grandchildren, parents and siblings. We help you to design a strategy that allows you to share your life’s successes with others during your lifetime and direct distribution after death. We will work with you to prioritize the goals for your estate and customize a strategy to meet your long-term needs. Whether you are trying to minimize the impact of taxes or simply guarantee your heirs will receive what you have originally planned, Mills Financial will work with you to execute the proper strategies for you.
Financial and Health Insurance Strategies.
Contact Mills Financial
Phone
989.285.1020
Fax
989.285.9292
Address
308 GRATIOT AVE.
ALMA, MI 48801
This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation. Licensed Insurance Professional. Finra Broker Check http://brokercheck.finra.org/ Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Securities Offered Through Packerland Brokerage Services, Inc., an Unaffiliated Entity- Member FINRA & SIPC. 16034 - 2016/8/19. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Client Relationship Summary – Form CRS