Newton KS financial advisor
Have you thought about the 13 Wealth Management Issues?
Qualified Retirement Plan/IRA Distribution Plan
Business Succession Plan
Durable Power of Attorney at Incapacity
Gifting to Children/Descendants
Charitable Gifting during Life
Titling of Assets
Selection of Executor/Trustee
Distribution Plan at Death to Spouse/Descendants
Charitable Inclinations at Death
Rich Parsons is an investment advisor representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Crossroads Financial is not affiliated with USA Financial Securities. Status as a Dave Ramsey SmartVestorPro does not imply a certain level of skill or training.