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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Securities and Advisory Services are offered through United Planners Financial Services, member FINRA / SIPC. Masters at Lake Plaza LLC DBA Millennium Financial and United Planners are independent companies. John Roessig and Zaya Thompson are registered to conduct securities business in CA, CO, FL, KS, NE, SD, TX, and WY.  Zaya is additionally registered in MN and ND.  This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside the specific states referenced. Insurance-related services may not be provided to individuals residing in any states other than CO, FL. A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

Contact

Millennium Financial

Office: (970) 400-7111

3545 W. 12th St.

Suite 202

Greeley, CO 80634

zaya@mfinco.com

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