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Estate Planning

Estate planning is a vital component of retirement income planning because whatever you exclude from your estate while you are living can have a direct effect on the amount of income you will have available. To generate income, one must have assets.

As obvious as that may seem, it can be easy to allow a focus on tax burden alleviation to overshadow the ability to produce income—especially when considering your desired retirement lifestyle.

This is where the balance and objectivity of a wealth advisor can make all the difference. By getting to know each of our clients at a deeper level and integrating all aspects of your wealth management, we help you balance good estate planning intentions with your retirement lifestyle, charitable, succession, and transition objectives.

We are wealth advisors. We want to be your wealth advisor. For all of the above reasons and more.

Financial Plans Retirement Income Estate Planning
Business Succession Taxes Insurance


Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

Securities offered through American Portfolios Financial Services, Inc. Member: FINRASIPC. Investment Advisory products/services are offered through American Portfolios Advisors, Inc., a SEC Registered Investment Advisor. Froehlich Financial Group, Ltd. and American Executive Benefits, Inc. are not affiliates of APA or APFS. Executive wealth management products/services are offered through Froehlich Financial Group, LTD. a registered investment advisor

This communication is strictly intended for individuals residing in the state(s) of CA, CO, CT, DE, FL, IL, MA, MD, MI, NC, NJ, NY, OK, PA, RI, SC, TX and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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