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863-456-4768
End of Life Planning Lake Wales, FL
End of Life Planning With a CERTIFIED FINANCIAL PLANNER™
"Too many people pass away with no pre-planning in place, leaving their family to deal with very difficult decisions while grieving the death of their loved one. We help fix that."
~ Jimmy Nelson, CFP®
The Importance of End of Life Planning
End of life planning that leads to putting your final wishes on file and formalizing the funding for those preferences is one of the most caring, loving actions that you can take for your family. Those who put these plans in place provide their family with a very meaningful gift ~ not having to deal with the burden of making very difficult decisions and the financial responsibility associated with final arrangements.
When you make this amazing gesture for your family, you allow them to focus on their grief and avoid the additional stress associated with making final arrangements at the time of death - one of the worst days your family will ever experience.
The advisors at On Point Wealth Management have helped our clients establish many, many such pre-arrangements, and we are here to assist you in this way as well.
The Role of our CFP® in End of Life Planning
When it comes to end of life planning,
our professional CERTIFIED FINANCIAL PLANNER™ can help you:
Have Peace of Mind:
Knowing that your end of life planning preferences are on file and in good hands can help to relieve your mind and your family's mind of that concern. Priceless.
Save Time:
Our CERTIFIED FINANCIAL PLANNER™ can help you save time by providing you with knowledge, experience, insight and sound advice.
Save Money:
Our CERTIFIED FINANCIAL PLANNER™ can help you and your family save money by making these decisions when you not under duress, and by suggesting ways to avoid future cost increases.
Achieve Preferences:
Our CERTIFIED FINANCIAL PLANNER™ can help you develop and formally establish end of life pre-arrangements in accordance with your personal preferences.
Reach Out To Us Today
Schedule Your Consultation
Contact Info
29 SR 60 West
Lake Wales, FL 33853
863-456-4768
James M. “Jimmy” Nelson is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with On Point Wealth Management. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.
Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies.