MEDALLION FINANCIAL RESOURCES

Financial / Estate Planning

Estate planning is the process of establishing who will benefit from your estate and to transfer the assets tax efficiently. While some may look on estate planning as something for the wealthy, regardless of your assets, estate planning should make up a vital part of your financial planning.

Define Your Legacy

Take some time to reflect on what kind of legacy you'd like to leave behind. From providing for future generations, to supporting causes you deeply care about, your financial and estate plan can be a powerful tool to manifest your lifetime values. This process can offer you a sense of fulfillment and purpose, knowing you are creating lasting impact.

Ensure Family's Well-being

Ensure that your estate plan caters to the financial security and well-being of your loved ones. Be open with your family about your decisions; this not only keeps them informed but also reassures them of their future stability. This clarity can alleviate your fears about their security and help you retire with peace of mind.

Consider Health Care Costs

Healthcare costs can be a significant concern for retirees. Plan strategically to protect your assets and your family from the potential burden of unexpected medical expenses. Knowing you're prepared for all eventualities can give you the confidence to fully enjoy your retirement, without the looming anxiety of unforeseen health costs.

Contact with Us

A professional financial advisor can help you navigate complex decisions around retirement savings, estate planning, taxes, and more - ensuring your hard-earned assets work effectively to support your lifestyle and dreams. Reach out to a professional financial advisor today and step into your retirement with confidence and peace of mind.

Address

211 Nokomis Ave S, Venice, Florida 34285

Email Address

James@medallionfinres.com

Rachel@medallionfinres.com

Contact Number

1-941-486-0305

Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.

Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies.

Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Testimonials are from Accurate Advisory Group, Accurate Wealth Management and AAG Capital, Inc. customers and were not compensated.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

SIPC https://www.sipc.org/

FINRA https://www.finra.org/#/

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