What are some strategies we use with our retired millionaire clients to help preserve and protect your wealth? How to create a Dynasty Estate Plan designed to help protect the assets you leave to your children and grandchildren from potential future divorces, lawsuits and creditor claims, and help ensure your assets stay in your family bloodline - presented with Jack Owen, Jr. Esquire, Estate Planning Attorney and CPA.
Craig's dad, Stuart Kirsner, lost his father when he was only 8 years old, and his family struggled financially for many years after that happened. Our retired millionaire clients want strategies designed to preserve and protect their wealth and leave a legacy after they're gone.
Craig's dad, Stuart Kirsner, lost his father when he was only 8 years old, and his family struggled financially for many years after that happened. Our retired millionaire clients want strategies designed to preserve and protect their wealth and leave a legacy after they're gone.
Services
Stuart Estate Planning Wealth Advisors is the preeminent full-service, conservative wealth management, insurance and estate planner in South Florida. We focus on working with 60- to 80-year-olds with an emphasis on protecting what they have worked so hard to build.
We are held to the fiduciary standard and are legally required to act in the best interest of our clients and their families and serve them with the highest standards of ethics and integrity.We are in the business of providing financial planning through the use of insurance and investment products for pre-retirees and retirees in the South Florida area.
We are held to the fiduciary standard and are legally required to act in the best interest of our clients and their families and serve them with the highest standards of ethics and integrity.We are in the business of providing financial planning through the use of insurance and investment products for pre-retirees and retirees in the South Florida area.
We use insurance products, such as fixed annuities, and a variety of investment products to help you build financial strategies. From tax-efficient strategies to protecting some of your assets - we'll cover as many bases as possible to help you create an income strategy that supports your retirement lifestyle and long-term financial goals.
How to create an estate plan designed to help protect the assets you leave to your children and grandchildren from potential future divorces, lawsuits and creditor claims, and help ensure your assets stay in your family bloodline - presented by Jack Owen, Jr. Esquire, Estate Planning Attorney and CPA.
What are some strategies we use with our retired millionaire clients to preserve and protect your wealth? Our Retire Strong Dinner Workshops are held at Ruth's Chris or Abe & Louie's Steakhouses in Boca Raton or Fort Lauderdale. This event is best suited for individuals over age 60 with $500,000 or more in retirement savings.
It is important to feel you have control over your future. At Stuart Estate Planning Wealth Advisors, we offer our experience and knowledge to design a specific plan of action that helps you work toward your financial independence. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
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