You are DEAD!

You are DEAD....What does your family do now? Financial Planning is really Lifestyle Planning. It enables you and your family to maintain the lifestyle you have created together. Your estate is a tangible representation of your life`s work. Why spend a lifetime building an estate if overnight you are going to allow it to be taken apart? After all, if it makes sense to build it, doesn`t it make sense to keep it?

ESTATE BENEFICIARY: THE IRS

ESTATE BENEFICIARY : YOUR FAMILY and/or CHARITY

IT`S YOUR CHOICE!

(If your taxable estate exceeds the exemption equivalent of $675,000 with a simple will, your estate will be taxed at a minimum rate of 37% and as high as 55%.)

LET GOAL LINE FINANCIAL HELP YOU PUT A PLAN TOGETHER TO EFFICIENTLY GROW , PROTECT AND DISTRIBUTE YOUR ESTATE.