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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.

Will Power

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
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What Is My Life Expectancy?

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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