At any age or stage of life one must think about the financial security of your survivors. All In One Financial Services has successfully helped many individuals plan for the financial security of their loved ones as well as reducing stress during what is usually a very stressful time. Whatever your economic situation may be, it is never too early to start planning for your financial future. Why not start planning today?
If you have a life insurance plan, retirement plan such as an IRA, 401(k), 403(b) or pension plan it is very important that the individual or individuals you want to receive the money in those accounts or death benefits is clearly stated. Naming beneficiaries will ensure that the funds will be passed to them without having to go through the complex probate process which can at times be very costly. Therefore, your beneficiary and contingent beneficiary designations should be reviewed to make sure they are as you wish them to be. Call me today for a no cost, no obligation review of your designations.
New client's receive 20% OFF their first tax return preparation!
Specify your wishes with
All in One Financial Services for peace of mind!
2016, 2017 Copyright Ron J Miller. All rights reserved.
None of the information contained herein is to be construed as legal advice, but merely a review of information that
is readily available to the public. Ron J. Miller, Financial Consultant & Tax Accountant, his successors and/or employees
are not attorneys and do not give legal advice. This service is not a substitute for legal advice from an attorney. We will
do our best to give you useful and accurate information, but that is not the same as legal advice. If you want help
understanding how the law applies to your particular circumstances, then seek a qualified attorney.
All In One Financial Services
PO Box 6190
Asheville, NC 28816