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Estate Planning

We can refer you to professionals to help meet your individual needs.

Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.

While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.

We invite you to come into our office

To schedule a time to discuss your retirement future, contact us at info@prioritywealthadvisors.com or call us at 818-428-1238.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Complimentary Guide
"10 Things to Know About Retirement Income”
Discover the 10 things you’ll need to consider in creating your retirement strategy.
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Investment advisory services are offered by Priority Wealth Advisors, Inc. a registered investment adviser. Insurance and annuity products are offered through Priority Financial and Insurance Solutions. Insurance and annuity products do not refer in any way to securities or investment advisory products and are not offered by Priority Wealth Advisors, Inc.

Priority Financial and Insurance Solutions – CA License #0H38616. www.priorityfinancialnow.com

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.