THE "LOAVES AND FISHES" of YOUR LEGACY PLAN:


A - ESTATE PLANNING

  1. Wills/Trusts and other important legal documents drawn by referring you to a network of attorneys specializing in estate planning
  2. Asset Protection and Privacy Planning
  3. Gifting during your lifetime


B - LONG TERM CARE AND ELDER CARE ISSUES

  1. Long Term Care Insurance and asset/income provision
  2. Durable Power of Attorney/Trust documents drawn by licensed attorneys

 

NEXT Financial Group does not provide tax or legal advice.

 

Money Managers Inc is a BBB Accredited Business. Click for the BBB Business Review of this Financing Consultants in San Antonio TX

Investment advisory/Financial planning services offered through Money Managers, Inc. an Investment Advisory firm registered with the State of Texas.  Securities are offered through NEXT Financial Group, Inc., Member FINRA/SIPC.    TD Ameritrade Institutional, Division of TD Ameritrade, Inc. member FINRA/SIPC is the custodian of Fee Based Accounts.  None of the named entities are affiliated.

7800 IH 10 West, Ste. 636 | Phone: 210.349.9494
Money Managers Inc. is not an affiliate of NEXT Financial Group, Inc

Money Managers, Inc. © 2018 | Privacy Policy

To view NEXT Financial Group’s privacy policy and other important information, visit the “Clients” section of www.nextfinancial.com.