Are you concerned about: • Maintaining your lifestyle, both today and in the years to come? • Protecting you, your spouse and other loved ones in the event of your disability or death? • Passing value and responsibility to family members? • Providing for your favorite charities? • Reducing taxes on income, gifts and estates?
The complexities of “building, preserving and passing along wealth have never been greater.
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– Ron Arant
Once you make your decisions, you can better develop a roadmap of where you want to go: A “lifemap” to accomplish your goals and desires. But life is full of distractions. Many people have developed a wonderful roadmap, but have never begun the journey. However, helping you start your journey is still not enough; for most people, the journey never ends. Life is full of surprises. Along your way there will be roadblocks, detours and maybe even a few dead ends, but that’s O.K. We all accept that as part of life. So where do you begin? With the red dot, of course! Get help if you need it, but start today. s Hilliard Lyons does not offer tax or legal advice. Please consult your tax advisor or attorney before making any decision that may affect your tax or legal situation. Securities offered through J.J.B. Hilliard W.L. Lyons, LLC. | Member NYSE, FINRA and SIPC. ©2007-2009 All rights reserved.
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