Broker Check

Wealth & Estate

Client Centered

It was once said there are two types of taxes… 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.

Are You Prepared for an Estate Tax Sunset?

Are You Prepared for an Estate Tax Sunset?

The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
Learn More
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.
Learn More

Have a Question?

Thank you!

Take Steps Today to Manage Your Estate Tomorrow

In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.

Thank you! Oops!