Professional Edge

Why a Trust? There are soooo many reasons you should consider having a trust for your personal benefit, to avoid probate, to protect your assets, to protect your spendthrift kids, to protect your assets from going to a new spouse, to protect your surviving spouse from not being able to manage the investments, etc. You get the point. You don't need multiple millions of dollars to benefit from a trust. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your estate plan. 50% of all individuals do not have an estate plan. Will you inadvertently disinherit your children? With a trust you can guarantee you will NOT disinherit your kids. Unfortunately, kids are being disinherited more and more by accident. If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

Why a Trust? There are soooo many reasons you should consider having a trust for your personal benefit, to avoid probate, to protect your assets, to protect your spendthrift kids, to protect your assets from going to a new spouse, to protect your surviving spouse from not being able to manage the investments, etc. You get the point. You don't need multiple millions of dollars to benefit from a trust. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your estate plan. 50% of all individuals do not have an estate plan. Will you inadvertently disinherit your children? With a trust you can guarantee you will NOT disinherit your kids. Unfortunately, kids are being disinherited more and more by accident. If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your life Insurance policy? Bet you did.... this could be one of the biggest financial mistakes you make.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

We have all heard this announcement - before you hear this with your planning.... take action to clean up your planning mess prior to it being a real problem. We are quickly approaching the 4th quarter of 2024; the FED is meeting to discuss rate cuts; hiring is slowing; inflation remains sticky. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your estate plan. 50% of all individuals do not have an estate plan. Will you inadvertently disinherit your children? It is actually happening more and more. If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your 401(k) or IRA ? Bet you did.... this could be the biggest financial mistake you are making. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

We have all heard this announcement - before you hear this with your planning.... take action to clean up your planning mess prior to it being a real problem. We are quickly approaching the 4th quarter of 2024; the FED is meeting to discuss rate cuts; hiring is slowing; inflation remains sticky. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your estate plan. 50% of all individuals do not have an estate plan. Will you inadvertently disinherit your children? It is actually happening more and more. If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your 401(k) or IRA ? Bet you did.... this could be the biggest financial mistake you are making. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

We have all heard this announcement - before you hear this with your planning.... take action to clean up your planning mess prior to it being a real problem. We are quickly approaching the 4th quarter of 2024; the FED is meeting to discuss rate cuts; hiring is slowing; inflation remains sticky. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your estate plan. 50% of all individuals do not have an estate plan. Will you inadvertently disinherit your children? It is actually happening more and more. If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your 401(k) or IRA ? Bet you did.... this could be the biggest financial mistake you are making. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

We have all heard this announcement - before you hear this with your planning.... take action to clean up your planning mess prior to it being a real problem. We are quickly approaching the 4th quarter of 2024; the FED is meeting to discuss rate cuts; hiring is slowing; inflation remains sticky. You are the only one responsible for your planning: Investment / Tax / Estate Planning / Asset Protection. The only way you are going to accomplish anything is to take action. One action which I know you will use - your estate plan. 50% of all individuals do not have an estate plan. Will you inadvertently disinherit your children? It is actually happening more and more. If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost your family your entire 401(k). Let that sink in.Did you name your spouse as the primary beneficiary on your 401(k) or IRA ? Bet you did.... this could be the biggest financial mistake you are making. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: click here The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - uniquely coordinated: click here EMC The Bundle

Companys offer pension participants many options: Lump sum payout; rollover ; freeze and wait ; single life payout ; joint life payout with differing amounts. You are asked to make an irrevocable election. No "do over" or "mulligan". Winging it could have devasting financial consequences and cost you tens of thousands of dollars. If you are a "do-it yourself" kinda person this is a must listen. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax, financial and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: The Logical Plan™

Companys offer pension participants many options: Lump sum payout; rollover ; freeze and wait ; single life payout ; joint life payout with differing amounts. You are asked to make an irrevocable election. No "do over" or "mulligan". Winging it could have devasting financial consequences and cost you tens of thousands of dollars. If you are a "do-it yourself" kinda person this is a must listen. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax, financial and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: The Logical Plan™

Companys offer pension participants many options: Lump sum payout; rollover ; freeze and wait ; single life payout ; joint life payout with differing amounts. You are asked to make an irrevocable election. No "do over" or "mulligan". Winging it could have devasting financial consequences and cost you tens of thousands of dollars. If you are a "do-it yourself" kinda person this is a must listen. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax, financial and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: The Logical Plan™

Companys offer pension participants many options: Lump sum payout; rollover ; freeze and wait ; single life payout ; joint life payout with differing amounts. You are asked to make an irrevocable election. No "do over" or "mulligan". Winging it could have devasting financial consequences and cost you tens of thousands of dollars. If you are a "do-it yourself" kinda person this is a must listen. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax, financial and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: The Logical Plan™

New Year's resolutions and stock market already setting 5+ record high closes. What is your investment plan for 2024? What steps have you taken to rebalance your portfolio / lock in your investment capital and some of your 2023 winnings? What will happen if the FED decreases rates in the 2nd half of 2024? Will the magnificant 7 be responsible for 80%+ of the market returns in 2024? Consumers just breached $1.1 Trillion in installment debt. If you are a "do-it yourself" kinda person this is a must listen. Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated financial, tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio, reduce your taxes and protect your estate? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: The Logical Plan™

New Year's resolutions. Really. We are already halfway through the 1st quarter of 2024. The only way you are going to accomplish your resolutions - is to take action. One action which I know you will use - your estate plan. 50% of all individuals do not have an estate plan. Will you inadvertently disinherit your children....better listen in as this is happening far too often. If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost you your entire 401(k). Did you name your spouse as the primary beneficiary on your 401(k) or IRA ? Bet you did.... better listen why this might be a big mistake.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: The Logical Plan™

New Year's resolutions. Really. We are already halfway through the 1st quarter of 2024. The only way you are going to accomplish your resolutions - is to take action. One action which I know you will use - your estate plan. 50% of all individuals do not have an estate plan. Will you inadvertently disinherit your children....better listen in as this is happening far too often. If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost you your entire 401(k). Did you name your spouse as the primary beneficiary on your 401(k) or IRA ? Bet you did.... better listen why this might be a big mistake.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: The Logical Plan™

New Year's resolutions. Really. We are already half way through the 1st quarter of 2024. The only way you are going to accomplish your resolutions - is to take action. One action which I know you will use - your estate plan. 50% of all individual do not have an estate plan. Will you inadvertently disinherit your children....better listen in as this is happening far too often. If you are a "do-it yourself" kinda person this is a must listen. Your low cost 1-800 financial firm could very easily cost you your entire 401(k). Did you name your spouse as the primary beneficiary on your 401(k) or IRA ? Bet you did.... better listen why this might be a big mistake.Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax and estate planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: The Logical Plan™ To a prosperous and happy 2024!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: The Logical Plan™

Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to-date on all the tax law changes and implications? Your 1-800 firm is NOT licensed to give you tax advice. Every financial decision you make involves tax planning. Are you ready to receive licensed tax planning advice incorporated with your investment decisions? Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: THE BUNDLE To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to-date on all the tax law changes and implications? Your 1-800 firm is NOT licensed to give you tax advice. Every financial decision you make involves tax planning. Are you ready to receive licensed tax planning advice incorporated with your investment decisions? Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: THE BUNDLE To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to-date on all the tax law changes and implications? Your 1-800 firm is NOT licensed to give you tax advice. Every financial decision you make involves tax planning. Are you ready to receive licensed tax planning advice incorporated with your investment decisions? Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: THE BUNDLE To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to-date on all the tax law changes and implications? Your 1-800 firm is NOT licensed to give you tax advice. Every financial decision you make involves tax planning. Are you ready to receive licensed tax planning advice incorporated with your investment decisions? Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798. A unique offering we are providing to our listeners: THE BUNDLE To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year for your retirement flight as Fed Chairman Powell made a firm stand on combating inflation - Rate hikes never before experiencedBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered how your retirement flight is going; experience turbulence during your flight doesn't mean abort the flight. What it means is coordinate with the control tower (Estate Management Counselors, LLC as your professional counselor and advisor) to determine the best course of action for you based on your individual circumstances and risk tolerance. Then implement the changes and continue on with your retirement flight. Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're piloting this retirement flight, you don't do it alone - you are in constant contact with control tower to guide you there. Why? They have already had so many retirement flights and are there to help you. This is similar to working with Estate Management Counselors - we are your control tower - we have already assisted hundreds of others in making the decisions you face.Taking advantage of THE BUNDLE To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year for your retirement flight as Fed Chairman Powell made a firm stand on combating inflation - Rate hikes never before experiencedBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered how your retirement flight is going; experience turbulence during your flight doesn't mean abort the flight. What it means is coordinate with the control tower (Estate Management Counselors, LLC as your professional counselor and advisor) to determine the best course of action for you based on your individual circumstances and risk tolerance. Then implement the changes and continue on with your retirement flight. Your safe and secure retirement is YOUR responsibility. What steps should you take - If your piloting this retirement flight, you don't do it alone - you are in constant contact with control tower to guide you there. Why? They have already had so many retirement flights and are there to help you. This is similar to working with Estate Management Counselors - we are your control tower - we have already assisted hundreds of others in making the decisions you face.Taking advantage of THE BUNDLE To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year for your retirement flight as Fed Chairman Powell made a firm stand on combating inflation - Rate hikes never before experiencedBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered how your retirement flight is going; experience turbulence during your flight doesn't mean abort the flight. What it means is coordinate with the control tower (Estate Management Counselors, LLC as your professional counselor and advisor) to determine the best course of action for you based on your individual circumstances and risk tolerance. Then implement the changes and continue on with your retirement flight. Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're piloting this retirement flight, you don't do it alone - you are in constant contact with control tower to guide you there. Why? They have already had so many retirement flights and are there to help you. This is similar to working with Estate Management Counselors - we are your control tower - we have already assisted hundreds of others in making the decisions you face.Taking advantage of THE BUNDLE To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year for your retirement flight as Fed Chairman Powell made a firm stand on combating inflation - Rate hikes never before experiencedBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered how your retirement flight is going; experience turbulence during your flight doesn't mean abort the flight. What it means is coordinate with the control tower (Estate Management Counselors, LLC as your professional counselor and advisor) to determine the best course of action for you based on your individual circumstances and risk tolerance. Then implement the changes and continue on with your retirement flight. Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're piloting this retirement flight, you don't do it alone - you are in constant contact with control tower to guide you there. Why? They have already had so many retirement flights and are there to help you. This is similar to working with Estate Management Counselors - we are your control tower - we have already assisted hundreds of others in making the decisions you face.Taking advantage of THE BUNDLE To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an online estate plan or estate planning done by a lawyer who should not be doing estate planning. Having completed over 2,500 estate plans, this is what we do: Estate PlanningWhen, if not right now, is the impetus to take action to make sure you avoid these misses? 50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?There is a reason the "tax informed" have a business or a farm - why don't you? Will your surviving spouse remarry after your death and disinherit your children?Be honest - Are you not sure your estate plan is done properly, or you don't have an estate plan. Let's get this fixed now - it's that simple. I would rather you come in and we have a conversation, we do a bit of legal work and presto - you now know the misses you would have made and you now know you have fixed them. If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - a successful estate plan. Not sure what the next step should be? Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!My guarantee to you: 100% satisfaction guarantee !!To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an online estate plan or estate planning done by a lawyer who should not be doing estate planning. Having completed over 2,500 estate plans, this is what we do: Estate PlanningWhen, if not right now, is the impetus to take action to make sure you avoid these misses? 50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?There is a reason the "tax informed" have a business or a farm - why don't you? Will your surviving spouse remarry after your death and disinherit your children?Be honest - Are you not sure your estate plan is done properly, or you don't have an estate plan. Let's get this fixed now - it's that simple. I would rather you come in and we have a conversation, we do a bit of legal work and presto - you now know the misses you would have made and you now know you have fixed them. If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - a successful estate plan. Not sure what the next step should be? Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!My guarantee to you: 100% satisfaction guarantee !!To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an online estate plan or estate planning done by a lawyer who should not be doing estate planning. Having completed over 2,500 estate plans, this is what we do: Estate PlanningWhen, if not right now, is the impetus to take action to make sure you avoid these misses? 50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?There is a reason the "tax informed" have a business or a farm - why don't you? Will your surviving spouse remarry after your death and disinherit your children?Be honest - Are you not sure your estate plan is done properly, or you don't have an estate plan. Let's get this fixed now - it's that simple. I would rather you come in and we have a conversation, we do a bit of legal work and presto - you now know the misses you would have made and you now know you have fixed them. If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - a successful estate plan. Not sure what the next step should be? Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!My guarantee to you: 100% satisfaction guarantee !!To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an online estate plan or estate planning done by a lawyer who should not be doing estate planning. Having completed over 2,500 estate plans, this is what we do: Estate PlanningWhen, if not right now, is the impetus to take action to make sure you avoid these misses? 50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?There is a reason the "tax informed" have a business or a farm - why don't you? Will your surviving spouse remarry after your death and disinherit your children?Be honest - Are you not sure your estate plan is done properly, or you don't have an estate plan. Let's get this fixed now - it's that simple. I would rather you come in and we have a conversation, we do a bit of legal work and presto - you now know the misses you would have made and you now know you have fixed them. If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - a successful estate plan. Not sure what the next step should be? Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!My guarantee to you: 100% satisfaction guarantee !!To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective? 50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?Do you want to participate in market when it goes up, never when it goes down?Missing out on funding your Roth IRA for you and your spouse? Kids?Afraid to open your monthly account statements?There is a reason the "tax informed" have a business or a farm - why don't you? Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.Not sure what the next step should be? Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!My guarantee to you: 100% satisfaction guarantee !!To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective? 50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?Do you want to participate in market when it goes up, never when it goes down?Missing out on funding your Roth IRA for you and your spouse? Kids?Afraid to open your monthly account statements?There is a reason the "tax informed" have a business or a farm - why don't you? Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.Not sure what the next step should be? Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!My guarantee to you: 100% satisfaction guarantee !!To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective? 50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?Do you want to participate in market when it goes up, never when it goes down?Missing out on funding your Roth IRA for you and your spouse? Kids?Afraid to open your monthly account statements?There is a reason the "tax informed" have a business or a farm - why don't you? Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.Not sure what the next step should be? Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!My guarantee to you: 100% satisfaction guarantee !!To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

What is your Golden Ticket? We all are looking for one: A "financial, tax or estate planning strategy that accomplishes our pressing objective.2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to claim your Golden Ticket and take action to accomplish your pressing objective? 50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?Do you want to participate in market when it goes up, never when it goes down?Missing out on funding your Roth IRA for you and your spouse? Kids?Afraid to open your monthly account statements?There is a reason the "tax informed" have a business or a farm - why don't you? Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.Not sure what the next step should be? Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!My guarantee to you: 100% satisfaction guarantee !!To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax planning". 2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to clean out your "financial, tax and estate planning junk drawer" ?50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?Do you want to participate in market when it goes up, never when it goes down?Have to failed to open or fund your Roth IRA for you and your spouse?Account statements you are no longer opening?Did you write off your cell phone on your taxes in 2021? Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.Not sure what the next step should be? Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!My guarantee to you: 100% satisfaction guarantee !!To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax planning". 2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to clean out your "financial, tax and estate planning junk drawer" ?50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?Do you want to participate in market when it goes up, never when it goes down?Have to failed to open or fund your Roth IRA for you and your spouse?Account statements you are no longer opening?Did you write off your cell phone on your taxes in 2021? Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.Not sure what the next step should be? Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!My guarantee to you: 100% satisfaction guarantee !!To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax planning". 2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to clean out your "financial, tax and estate planning junk drawer" ?50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?Do you want to participate in market when it goes up, never when it goes down?Have to failed to open or fund your Roth IRA for you and your spouse?Account statements you are no longer opening?Did you write off your cell phone on your taxes in 2021? Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.Not sure what the next step should be? Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!My guarantee to you: 100% satisfaction guarantee !!To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

We all have one: A "financial, tax and estate planning junk drawer". Old financial accounts you have avoided to do anything with; unopened account statements; a "set and forget" 401(k) allocation strategy; old or even nonexistent estate planning documents; zero clue as to who to name as your 401(k) / IRA beneficiary to avoid disinheriting your kids; waiting until April 15th to do your "tax planning". 2022 was a terrible year for market returns: S&P500 dropped 19.4% NASDAQ 100 plummeted by 34.2%. When, if not right now, is the impetus to clean out your "financial, tax and estate planning junk drawer" ?50% of all individuals do not have any estate planning.Will you disinherit your kids from receiving your 401(k) / IRA ?Do you want to participate in market when it goes up, never when it goes down?Have to failed to open or fund your Roth IRA for you and your spouse?Account statements you are no longer opening?Did you write off your cell phone on your taxes in 2021? Be honest - Are you paralyzed and don't know what you need to adjust in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - we have already assisted hundreds of others in making the financial / estate and tax planning decisions you face.Not sure what the next step should be? Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!My guarantee to you: 100% satisfaction guarantee !!To a prosperous and happy 2023!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation - Another 75 basis point adjustment in the Federal Funds rate is almost a certaintyBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted hundreds of others in making the decisions you face.Taking advantage of THE BUNDLE To a prosperous and happy 2022!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation - Another 75 basis point adjustment in the Federal Funds rate is almost a certaintyBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted hundreds of others in making the decisions you face.Taking advantage of THE BUNDLE To a prosperous and happy 2022!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation - Another 75 basis point adjustment in the Federal Funds rate is almost a certaintyBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted hundreds of others in making the decisions you face.Taking advantage of THE BUNDLE To a prosperous and happy 2022!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

The typical 60/40 stocks to bond mix has missed the mark. Fed Chairman Powell has made a firm stand on combating inflation - Another 75 basis point adjustment in the Federal Funds rate is almost a certaintyBorrowing cost on a 30-year mortgage has doubled - 7%+ mortgage ratesCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted hundreds of others in making the decisions you face.Taking advantage of THE BUNDLE To a prosperous and happy 2022!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds RateBorrowing cost on a 30-year mortgage has doubledCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted hundreds of others in making the decisions you face.Taking advantage of THE BUNDLE To a prosperous and happy 2022!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds RateBorrowing cost on a 30-year mortgage has doubledCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted hundreds of others in making the decisions you face.Taking advantage of THE BUNDLE To a prosperous and happy 2022!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds RateBorrowing cost on a 30-year mortgage has doubledCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted hundreds of others in making the decisions you face.Taking advantage of THE BUNDLE To a prosperous and happy 2022!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

Fed Chairman Powell has made a firm stand on combating inflation - Historically large percentage increases in the Federal Funds RateBorrowing cost on a 30-year mortgage has doubledCredit Card interest rates have jumpedYet, unemployment remains at historic lowsHave you honestly considered what you need to look for in your portfolio in a rising rate environment? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted hundreds of others in making the decisions you face.Taking advantage of THE BUNDLE To a prosperous and happy 2022!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

What does an Octopus have to do with Inflation?Inflation AdjustmentsBondsPreferred StocksEquitiesCreate a Tax AssetIs now the time to make a giftSequence of Return RiskEmotional ReactionHave you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning? Taking advantage of THE BUNDLE To a prosperous and happy 2022!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

What does an Octopus have to do with Inflation?Inflation AdjustmentsBondsPreferred StocksEquitiesCreate a Tax AssetIs now the time to make a giftSequence of Return RiskEmotional ReactionHave you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning? Taking advantage of THE BUNDLE To a prosperous and happy 2022!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

What does an Octopus have to do with Inflation?Inflation AdjustmentsBondsPreferred StocksEquitiesCreate a Tax AssetIs now the time to make a giftSequence of Return RiskEmotional ReactionHave you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning? Taking advantage of THE BUNDLE To a prosperous and happy 2022!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

What does an Octopus have to do with Inflation?Inflation AdjustmentsBondsPreferred StocksEquitiesCreate a Tax AssetIs now the time to make a giftSequence of Return RiskEmotional ReactionHave you honestly considered what YOU need to be doing with your investment portfolio, tax and estate planning? Taking advantage of THE BUNDLE To a prosperous and happy 2022!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

To make a thorough or dramatic changeBegin by taking the first stepWill you make things change or will you let change happen to youDefine your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professionalHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted others in making the decisions you face.Taking advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

To make a thorough or dramatic changeBegin by taking the first stepWill you make things change or will you let change happen to youDefine your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professionalHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted others in making the decisions you face.Taking advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

To make a thorough or dramatic changeBegin by taking the first stepWill you make things change or will you let change happen to youDefine your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professionalHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted others in making the decisions you face.Taking advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE

To make a thorough or dramatic changeBegin by taking the first stepWill you make things change or will you let change happen to youDefine your outcome If it was easy everyone would be a multi-millionaire - it is if you work with the right professionalHave you honestly considered what YOU get from planning? Your safe and secure retirement is YOUR responsibility. What steps should you take - If your climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why, they have already done this many times and are there to help you. This is similar to working with Estate Management Counselors - we are your guide - we have already assisted others in making the decisions you face.Taking advantage of THE BUNDLE To a prosperous and happy 2021!!Sean G. Todd, Esq., M. Tax, CFP®, CPAP.S. Your tax, estate and financial plan - done: THE BUNDLE