YOUR Financial House®
Children/Heir's Room
How do you help your heirs with their financial needs without impacting your own? Your Financial House addresses your children/heirs' needs far beyond their college education and inheritance. What if you have a child/grandchild with special needs or a family member with drug or alcohol problems, a bad marriage, health concerns, or a difficult divorce? Could a dependent parent also become an heir? As your financial blueprint is designed, these issues need to be discussed and the "what if's" considered. |
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, MO, MS, NC, OH, SC, TX and VA. No offers may be made or accepted from any resident outside these states.
For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.
For information concerning the licensing status or disciplinary history of a BD, IA, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.








