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David A. Kauwe
CLU ChFC LUTCF
Chartered Life Underwriter
Chartered Financial Consultant
Life Underwriter Training Council Fellow |
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COMPLETE ESTATE ANALYSIS - $249
Here's What You'll Receive
1. We'll gather information from
you about your situation.
2. We'll Present Various Legal Structures
and how they might be used
to accomplish desired goals.
3. We'll present Specific Financial Recommendations to Reduce your Tax Burden and Increase your Spendable
Income.
4. We'll Assist You in Acquiring Competent Legal
Counsel to put into place any Legal
documents you desire to
implement.
5. We'll Co-ordinate Your overall Estate Plan with the Legal Counsel you Choose.
6. We'll Assist You in Implementing Various Financial, Investment and Insurance Products
to Accomplish Your
Goals.
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