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863-456-4768
Estate Planning Lake Wales, FL
Estate Planning With a CERTIFIED FINANCIAL PLANNER™
"Too often, individuals and families experience very difficult circumstances due to lack of sound estate planning. We help fix that."
~ Jimmy Nelson, CFP®
The Importance of Having an Estate Plan
Estate planning is the process of organizing your affairs such that they can be managed according to your wishes in the event of your incapacity or death. Estate planning can also be important for purposes related to asset protection and efficiently transferring wealth to your loved ones under tax favored conditions.
The Role of a CFP® in Estate Planning
When it comes to estate planning,
a professional CERTIFIED FINANCIAL PLANNER™ can help you:
Have Peace of Mind:
Knowing that your estate planning strategies are sound and in good hands can help to relieve your mind of that concern. Priceless.
Save Time:
A CERTIFIED FINANCIAL PLANNER™ can help you save time by providing you with knowledge, experience, insight and sound advice.
Save Money / Preserve Assets:
A CERTIFIED FINANCIAL PLANNER™ can help you save money and preserve assets by suggesting ways to structure estate holdings, mitigate exposure to creditors, mitigate taxes, and ultimately transfer assets efficiently.
Achieve Objectives:
A CERTIFIED FINANCIAL PLANNER™ can help you develop, implement and monitor a plan that positions you for success in achieving your estate planning objectives
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.