A financial tune up could make a significant difference in your overall success and confidence.
Often two families with identical incomes or assets, have different ideas of the income needed to support their lifestyle. We can offer you unbiased professional scenarios regarding your levels of spending, savings, and investments.
Bad things do happen to good people. What unexpected events, such as disability, job changes, accidents, illnesses, lawsuits, or family emergencies could prevent you from maintaining your financial confidence? How can we minimize the impact of these?
Along with the lack of proper asset diversification, many people overlook significant tax benefits from the correct placement of different asset classes in tax deferred accounts such as retirement accounts vs. taxable accounts. Both the accumulation and the distribution phases need to be taken into consideration.
In addition to a will many people do not realize estate planning encompasses things such as your Power of Attorneys, Prenuptial Agreements, Deeding of Real Assets, and Trusts.
Investment advisory services are offered through First Advisors National, LLC (“FAN Advisors”). FAN Advisors is an investment advisor firm registered pursuant to the regulations of the U.S. Securities and Exchange Commission (SEC). Daren Chamblee and Mitch Coker are investment advisor representatives of FAN Advisors and are registered to only offer specific advisory services through FAN Advisors. FAN Advisors does not offer insurance services. The FAN Advisors written disclosure document is available upon request; please review it for details regarding advisory services. FAN Advisors and First Family Wealth are independently owned and operated.