You've worked hard to get where you are. As a successful entrepreneur, there is much to consider when it comes to taking care of yourself as well as your business. Faye Sykes NSSA, CLTC has specialties in overall planning, retirement and social security planning, 401k's. As a married father of three children, there is nothing more important than my family.
And so, in order to protect my family if I should pass, much like my clients, I have an estate plan. I chose to use what is referred to as the "Revocable Living Trust" as the backbone of my estate. To qualify for a state tax credit or deduction this year related to your contribution, you may have to meet that year-end deadline.
And so, in order to protect my family if I should pass, much like my clients, I have an estate plan. I chose to use what is referred to as the "Revocable Living Trust" as the backbone of my estate. To qualify for a state tax credit or deduction this year related to your contribution, you may have to meet that year-end deadline.
Services
When is the last time all of your trusted advisors sat down in one place with you to discuss your financial big picture? At Scarlet Oak Financial Services, our mission is to help you figure out where you are now in relation to where you want to go and create a road map to help get you there. What are your financial needs and goals?
You've worked hard to get where you are. As a successful entrepreneur, there is much to consider when it comes to taking care of yourself as well as your business. A split-dollar plan is an arrangement between two parties that involves "splitting" the premium payments, cash values, ownership of the policy, and death benefits.
Budget: Establish a Current verses Retirement budget that realistically distinguishes wants from needs. Consider health care, long-term care, assisting family members and other expenses. Income distribution Plan: Create and implement a retirement income distribution plan that incorporates dependable income streams including Social Security, pensions and annuities that will replace your working income.
Why is it important to have an holistic wealth management plan? Most people have made decisions over an extended period of time, with different people and with different needs in mind. This can result in unintended outcomes that don't align with your true goals, or that do not take into account the many 'what ifs' that affect us all.
Reviews (1)
Michale Malley
Oct 12, 2015
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In my opinion, one of the best Atlanta Financial Planners in the city. Faye took her time and was so patient with helping me and my family put away some money for our future. I never felt pressure to do anything that was suggested. Faye was really patient, and really listened. Very knowledgeable. I totally recommend Scarlet Oak FS
