Estate Planning

You’ve worked hard over the years to accumulate wealth, and may find it comforting to know that the assets you leave behind will continue to be a foundation for your family, friends, and the causes that are important to you.

Estate planning can be a crucial part of a financial plan, once you begin thinking not only about your goals today but also for future generations. Once you have planned retirement and are invested, you can begin to focus on how your assets will be managed after your death.

At South Metro Wealth Management one of our Osaic Institutions Financial Professionals available through Osaic Institutions, Inc. can assist you by coordinating with your legal and/or tax professional to help develop a plan that aligns with your values. Some things you can expect to discuss as part of the estate planning process are:

• What are your assets and their approximate value?
• Where will your assets go when you pass away?
• Do you have a trust?

To learn more about estate planning and ways to help protect your family, contact us today to schedule a complimentary, no-obligation appointment.

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and South Metro Federal Credit Union are not affiliated. Products and services made available through Osaic Institutions are not insured by the NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any credit union or credit union affiliate. These products are subject to investment risk, including the possible loss of value

Osaic Institution representatives do not provide tax or legal guidance. For such guidance, please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.