UPCOMING EVENTS

ESTATE AND TAX PLANNING IN RETIREMENT (IT'S NOT ONLY FOR THE RICH!)

LIVE WEBINAR, FEBRUARY 25, 2PM

Estate planning isn’t only for the rich. Without a plan in place, settling your affairs after you go could have a long-lasting—and costly—impact on your loved ones.  Learn what's involved in creating an estate plan that is also tax savvy.

THE WHAT'S AND

THE WHY'S OF 

ASSET MANAGEMENT

IN RETIREMENT

LIVE WEBINAR, MARCH 25, 2PM

Even if you planned carefully for your retirement years, you can't just put your personal finances on autopilot the moment you retire. You'll still need to manage your income, your investments, and your expenses. Join us for this live webinar as we explore the what's and why's of asset management and answer your questions.

Steps To Financial Wellness During Financial Literacy Month

LIVE WEBINAR, APRIL 29, 5PM

The key to financial literacy is understanding what financial wellness looks like to you, and making decisions accordingly.  However, the sooner you get clear on how you define your financial values (and why), the sooner you can start adjusting your financial habits to make a lasting positive impact. 

GET STARTED

SCHEDULE A VIRTUAL APPOINTMENT

Being virtual means you do not have to leave the  safety and comfort of your home.  As long as you have a device and the internet, we can meet.  Meet us when it is convenient for you, from wherever you are. 

We can engage with you via Zoom, a secure venue or phone call  

Want us to contact you?  Just fill out the form below and we get back to you as soon as possible.

To schedule a meeting in person call our office at (302) 251-8901

MAILING ADDRESS:

32828 Reba Rd, Suite C

Millville, DE  19967

PHONE:

(302) 251-8901

Check the background of your financial professional on FINRA's BrokerCheck- https://brokercheck.finra.org The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by third parties to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

*Securities and advisory services offered through United Planners Financial Services, member FINRA, SIPC. Loftus Wealth Strategies and Untied Planners Financial Services are not affiliated. 

*We are licensed to sell Securities in DE,PA, MD,IL,NC. Insurance-related services may not be provided to individuals residing in any states other than DE,PA, MD,IL,NC.

302-251-8901

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