February is the month of love, and we are thinking of you. Whether you’re celebrating a new relationship, the birth of a child, or mourning the loss of a loved one, our hearts are with you.
Significant life changes often result in important updates to the beneficiaries named in your legal documents. To ensure your most important documents remain accurate and updated, we challenge you to review your wills, trusts, healthcare directives and estate plans.
Give us a call today and let our team help you evaluate these documents and ensure your financial house is in order.
Sincerely,
Paul Allen, CFP, MS | President & CEO
Tennessee: 615-457-3481
5500 Maryland Way, Suite 133
Brentwood, TN 37027
Fax: 615-730-7595
Florida: 941-413-0570
400 Burns Ct.
Sarasota, FL 34236
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