Through our affiliated company, Long Financial Services, L. L. C., we help individuals, families, and businesses to make sound financial decisions and maximize the performance of their money, within their needs and goals, and with proper attention to their risk tolerance. Our law firm's philosophy has always been to help families preserve their wealth and achieve their long-term financial goals. Our financial firm is committed to the same principles, and is there to help you implement the financial plan to achieve those goals. We offer FREE estate and financial plan reviews. During these complimentary reviews we will: - Discuss your family situation to ensure that the terms of your estate and financial plans still reflect your wishes and family situation;
- Review the beneficiary designations of your IRAs and retirement plans to be sure you are taking advantage of the recent law changes;
- Review your investments to be sure they are approperly coordinatd with your estate plan;
- Review your tax return and analyze the impact of the new tax law changes to see if you are missing tax planning opportunities.
In addition, we will answer any questions you may have regarding the recent law changes and your estate planning goals. This will be an ideal opportunity to coordinate your financial planning goals with your estate planning documents. Whatever your concerns, call us today at (318) 352-9229 for free information on how we can help. |
