Broker Check

Wealth & Estate

Client Centered

It was once said there are two types of taxes…..one for the informed the other for the uninformed. We will provide an analysis of any exposure you may have to current estate taxes today and as your assets grow.

We will coordinate your documents such as, Wills and Trusts, Powers of Attorney, Powers of Attorney for Healthcare, Beneficiary designations, trust asset titling, and help insure they are structured to meet your intentions. Should you not have proper documents we can help direct you to professionals who specialize in this area.

Our goal is to help secure your family’s financial future without worry.

*Neither Holt Financial Group, LLC nor SagePoint Financial, Inc. offers tax or legal advice. As will all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

<p>When Heirs are Imperfect</p>

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Learn More
<p>What Is My Current Net Worth?</p>

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Learn More

Have a Question?

Thank you!
Oops!