A well-engineered estate conservation plan can minimize tax liability and ensure that loved ones are protected. We work with clients and their professional advisors to analyze their current financial status and assess the potential impact of taxes on their estate. Using this baseline, we develop and suggest strategies that will meet planning goals in coordination with personal philosophies and family needs.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and Investment Adviser, Member FINRA/SIPC. GFG Strategic Advisors is independently owned and operated. GFG Strategic Advisors is a member of M Financial Group. Please go to mfin.com/DisclosureStatement for further details regarding this relationship. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.