6-30-18 – Ferenc Toth – Secure Estate Management
3 Replies
- 06/30/18 01:00PM - 04:00PM America/Los_Angeles
- FREE Parking!, 401 Storke Road Goleta, California 93117
- $10
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All Details here - https://santabarbarareia.com/6-30-18
Secure Estate Management
Ferenc Toth – will cover some of the information below – What We Do- Address the top two concerns of seniors:
1. Loss of Control
2. Running Out of Money in Retirement - Asset Protection:
Protect your hard-earned assets from lawsuits and creditors. - Estate Planning:
Maintain control of yourself and assets instead of the state, courts, and attorneys. - Tax Reduction:
Keep more of your retirement dollars instead of giving them to the IRS. - Wealth Preservation:
Every investors goal is maximizing return while minimizing risk while making sure he/she does not run out of money in retirement. - Who We Are:
Secure Estate Management is an industry leader with over 200 years of combined experience in securing client’s retirements. - Strategic Partners Include:
Experienced Estate-Planning attorneys in each state we serve.
Certified Public Accountants(CPAs): tax advice and preparation services. - Our Mission:
To continue to successfully aid our clients achieve their retirement goals by providing outstanding service and top quality advisement.