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.

 

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Investment advisory/Financial planning services offered through Money Managers, Inc. 

 

Money Managers, Inc. is a Registered Investment Advisor with the State of Texas.

Securities and investment advisory services are also offered through NEXT Financial Group, Inc., Member FINRA/SIPC.
7800 IH 10 West, Ste. 636 | Phone: 210.349.9494
Money Managers Inc. is not an affiliate of NEXT Financial Group, Inc

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