Professional Edge

Statistics: Every day, 10,000 individuals turn 65 - for another 10 years Are you working with an Advisor or a security salesman? Do you want to base your investments on a 1-800 call center / receive "suitable" recommendation from a stockbroker or receive Professional "in the client's best interest" counsel and advice - then working with an RIA is your only choice Take advantage of THE BUNDLE To a...

Statistics: Every day, 10,000 individuals turn 65 - for another 10 years Are you working with an Advisor or a security salesman? Do you want to base your investments on a 1-800 call center / receive "suitable" recommendation from a stockbroker or receive Professional "in the client's best interest" counsel and advice - then working with an RIA is your only choice Take advantage of THE BUNDLE To a...

Statistics: Every day, 10,000 individuals turn 65 - for another 10 years There is a reason the "rich" work with advisors and not security salesmen Do you want to base your investments on a 1-800 call center / receive "suitable" recommendation from a stockbroker or receive Professional "in the client's best interest" counsel and advice - then working with an RIA is the only choice Take advantage of...

Statistics: Every day, 10,000 individuals turn 65 - for another 10 years There is a reason the "rich" work with advisors and not security salesmen Do you want to base your investments on a 1-800 call center / receive "suitable" recommendation from a stockbroker or receive Professional "in the client's best interest" counsel and advice - then working with an RIA is your only choice Take advantage o...

Statistics: Every day, 10,000 individuals turn 65 - for another 10 years There is a reason the "rich" work with advisors and not security salesmen Do you want to base your investments on a 1-800 call center / receive "suitable" recommendation from a stockbroker or receive Professional "in the client's best interest" counsel and advice - then working with an RIA is your only choice Take advantage o...

Statistics: Every day, 10,000 individuals turn 65 - for another 10 years There is a reason the "rich" work with advisors and not security salesmen Do you want to base your investments on a 1-800 call center / receive "suitable" recommendation from a stockbroker or receive Professional "in the client's best interest" counsel and advice - then working with an RIA is your only choice Take advantage o...

Statistics: 50% of all individuals do not have an estate plan 100% of all individuals will use an estate plan 0% chance of discovering the fountain of youth 0% chance you have an "S" on your red and blue tights (aka you are not Superman / Wonder Woman) 100% Guarantee you will use your estate plan Having completed over 2,500 Estate Plans - nothing surprises me. Easy fixes now - can save a lot of an...

Statistics: 50% of all individuals do not have any estate plan 100% of all individuals will use an estate plan 0% chance of discovering the fountain of youth 0% chance you have an "S" on your red and blue tights (aka you are not Superman / Wonder Woman) 100% Guarantee you will use an estate plan Having completed over 2,500 Estate Plans - nothing surprises me. Easy fixes now - can save a lot of anx...

Statistics: 50% of all individuals do not have an estate plan 100% of all individuals will use an estate plan 0% chance of discovering the fountain of youth 0% chance you have an "S" on your red and blue tights (aka you are not Superman / Wonder Woman) 100% Guarantee you will use your estate plan Having completed over 2,500 Estate Plans - nothing surprises me. Easy fixes now - can save a lot of an...

Statistics: 50% of all individuals do not have an estate plan 100% of all individuals will use an estate plan 0% chance of discovering the fountain of youth 0% chance you have an "S" on your red and blue tights (aka you are not Superman / Wonder Woman) 100% Guarantee you will use your estate plan Having completed over 2,500 Estate Plans - nothing surprises me. Easy fixes now - can save a lot of an...

Do resolutions really work? What is the key to accomplishing that new goal / resolution? In the blink of an eye - 2020 was gone - take advantage of THE BUNDLE Tax Plan Estate Plan Financial Plan To a prosperous and happy 2021 !! Sean G. Todd, Esq., M. Tax, CFP®, CPA P.S. Your tax, estate and financial plan - done: THE BUNDLE

Do resolutions really work? What is the key to accomplishing that new goal / resolution? In the blink of an eye - 2020 was gone - take advantage of THE BUNDLE Tax Plan Estate Plan Financial Plan To a prosperous and happy 2021 !! Sean G. Todd, Esq., M. Tax, CFP®, CPA P.S. Your tax, estate and financial plan - done: THE BUNDLE

Do resolutions really work? What is the key to accomplishing that new goal / resolution? In the blink of an eye - 2020 was gone - take advantage of THE BUNDLE Tax Plan Estate Plan Financial Plan To a prosperous and happy 2021 !! Sean G. Todd, Esq., M. Tax, CFP®, CPA P.S. Your tax, estate and financial plan - done: THE BUNDLE

Do resolutions really work? What is the key to accomplishing that new goal / resolution? In the blink of an eye - 2020 was gone - take advantage of THE BUNDLE Tax Plan Estate Plan Financial Plan To a prosperous and happy 2021 !! Sean G. Todd, Esq., M. Tax, CFP ® , CPA P.S. Your tax, estate and financial plan - done: THE BUNDLE

It's up to you to take action - what will prompt you to take the first step. You are the only person responsible for your financial future. There is no "quick fix" to getting results. You have to do the fundamentals day after day to make a change. Take advantage of THE BUNDLE To a prosperous and happy 2021 !!

Introduction along with all the legal disclosures, I as a lawyer, need to share to protect you and me.

Most individuals do not receive coordinated advice. Some work with a CPA, a Stock Broker and an Estate Planning Attorney. Do you really think these 3 separate individuals coordinate their advice - I'm here to tell you NO they don't. This uncoordinated approach, think horse and buggy: is costing you time and money. Listen in -

An coordinated financial / estate plan can lead to unintended consequences included disinheriting your children. If your designated beneficiary on your largest financial asset (401(k)/IRA), is not correct, you risk disinheriting your child(ren). If you are with one of those 1-800 financial firms, you are just a number to them and they are not licensed to give you tax advice. Why go through probate...