You can’t buy peace of mind, but you should plan ahead for it. No matter your means, estate planning is about protecting your assets, before and after your passing, ensuring they’re seamlessly managed and distributed to your heirs as intended. This and more was shared by Lewis Mai, CFP®, APMA®, Investment Advisor and Financial Planner and Rebecca Rubino, MBA, CTFA®️, Wealth Advisor and Trust Officer, at a recent Berkshire Wealth Management event in Newport, RI #WhereYouInvestMatters #PlanForTheFuture #SecureYourLegacy
Berkshire Bank’s Post
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Planning what will happen to your estate can be a challenging task, especially if your situation is complicated. 😖 Expert advice will help to help ensure your wishes are carried out after your death and as much of your wealth as possible goes to the people you want to benefit. ☺️ This 5 minute read by James Lawrence answers a few common questions surrounding wealth after death. https://smpl.is/6xsy1 To discuss your estate further don't hesitate to get in touch with us to schedule a no-obligation chat. 📞 The value of your investment can go down as well as up. You could get back less than you invested. Stefanie Price Wealth Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 10/05/2023 #FinancialEmpowerment #FinancialEducation #FinancialPlanning
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Planning what will happen to your estate can be a challenging task, especially if your situation is complicated. 😖 Expert advice will help to help ensure your wishes are carried out after your death and as much of your wealth as possible goes to the people you want to benefit. ☺️ This 5 minute read by James Lawrence answers a few common questions surrounding wealth after death. https://smpl.is/6xsy1 To discuss your estate further don't hesitate to get in touch with us to schedule a no-obligation chat. 📞 The value of your investment can go down as well as up. You could get back less than you invested. Stefanie Price Wealth Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 10/05/2023 #FinancialEmpowerment #FinancialEducation #FinancialPlanning
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We prioritize understanding our clients' unique goals and circumstances before crafting tailored strategies. #ThornwoodFinancial #Thornwood #FinancialAdvisors
Why do we care about your finances? Because we genuinely care about you! Money, in our eyes, is merely a tool, a vehicle to help you reach your life's aspirations and dreams. So what makes us unique? 🔵 Fee-Based Planning As fiduciaries, your financial goals are our highest priority, always. We succeed when you succeed. 🔵 Hand-Picked Portfolios We use analysis and strategy to create your portfolio, keeping a close on eye your assets and taking quick action to potentially capitalize on opportunity and manage risk. 🔵 The Buck Stops Here We personally care about your wealth management. 🔵 More Than Stocks & Mutual Funds We use a multi-faceted approach to diversify across asset classes, and we seek to mitigate risk with the goal of long-term success. Learn more about what we do and how we can help you plan your financial future with confidence: https://lnkd.in/gEKpKY6x #ThornwoodFinancial #Thornwood #FinancialAdvisors #FinancialAdvisor #SolutionOriented #Chicago #Illinois #Huntley #Racine #SunCity #FinancialHealth #FinancialGoals #Investing
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Join Wealth Masters Club on a journey to passive income and generational wealth through strategic property investments and specialized Trusts. Click the link to transform your financial future https://lnkd.in/d4T4pR3k #InvestingWisdom #WealthCreation #PropertyInvesting #InvestInYourFuture #FearlessBusinessOwner #WealthMastersWebinar #StrategicInsights
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Did you know that the power of compounding has the potential to turn your dreams into reality? 🤔 Start saving now, and watch how your wealth can grow over time!! With each contribution, your money works harder for you, building a strong foundation for your aspirations. Take the first step towards achieving your dreams and book a no-obligation consultation with Stefanie. 📞 The value of your investment can go down as well as up. You could get back less than you invested. Stefanie Price Wealth Planning is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Stefanie Price Wealth Planning is a trading name of Stefanie Price SJP Approved 09/08/2023 #DreamBigSaveBigger #FinancialGrowth #WealthBuilding #FinancialEmpowerment #LifePlanning #InvestmentPlanning #FinanicalEducation
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Did you know that the power of compounding has the potential to turn your dreams into reality? 🤔 Start saving now, and watch how your wealth can grow over time!! With each contribution, your money works harder for you, building a strong foundation for your aspirations. Take the first step towards achieving your dreams and book a no-obligation consultation with Stefanie. 📞 The value of your investment can go down as well as up. You could get back less than you invested. Stefanie Price Wealth Planning is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Stefanie Price Wealth Planning is a trading name of Stefanie Price SJP Approved 09/08/2023 #DreamBigSaveBigger #FinancialGrowth #WealthBuilding #FinancialEmpowerment #LifePlanning #InvestmentPlanning #FinanicalEducation
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At Henry Wealth, the first thing we earn is trust. We help you create simple and clear wealth strategies that will allow you to feel confident about your future. https://bit.ly/36LnEHX #HenryWealthManagement
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Senior Wealth Advisor Randy Allen takes many of the lessons that he learned as a college athlete at Santa Clara University and applies them to the world of wealth management. The drive to excel and the desire to accomplish something each and every day are what make him a great wealth management advisor. Why Our Clients Choose KAR: https://bit.ly/3t3UtQr #wealthmanagement #investing #financialplanning #portfoliomanagement #financialadvisor
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At Henry Wealth, the first thing we earn is trust. We help you create simple and clear wealth strategies that will allow you to feel confident about your future. https://bit.ly/36LnEHX #HenryWealthManagement
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