Wednesday Mar 22, 2017

Titling of Assets and Beneficiary Check

Every year during our Life Planning Reviews, we take a look at the titling of assets and beneficiaries and list these out for the families we work with to find the holes before someone steps in one.

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Copyright 2016 . All rights reserved. Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc. Office: 106 S. Seaman St. | Eastland, TX 76448 | Phone: 254.629.3863.

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