If you're one of the many people who believes a will is all that's needed to pass your financial legacy on to your heirs, you'll be shocked to learn the truth. There are many risks that could potentially derail your retirement lifestyle. We evaluate your personal objectives and suggest strategies to keep your IRA, 401k, SEP, etc. protected and growing.
We help individuals and couples save, grow and protect their money for a Tax-free retirement. And we show you how to pass it to your loved ones the right way. Tax-free and without going through Probate Court. David & Lisa have helped take our savings to a whole new dimension. We are excited to see where our retirement money will be in nine years.
We help individuals and couples save, grow and protect their money for a Tax-free retirement. And we show you how to pass it to your loved ones the right way. Tax-free and without going through Probate Court. David & Lisa have helped take our savings to a whole new dimension. We are excited to see where our retirement money will be in nine years.
Services
The husband-and-wife team of David and Lisa Camacho are Trusted Advisors and Licensed Agents who are changing the landscape of Estate Planning and Retirement Planning. They know how to protect your hard-earned money from unnecessary downside risk in the stock market. Their proven strategies outperform traditional investment methods.
Planning your legacy is essential, but choosing the right model is just as important. We use a proprietary wealth development and management formula proven to protect your hard-earned money from unnecessary risk and vulnerability. Our Legacy Model has helped a multitude of clients develop a solid retirement plan to establish their own Legacy.
Having a Will is not enough. What most people don't realize is that with or without a Will, your estate is going to Probate Court. Probate Court can be a nightmare for your family left behind to settle your Estate; not to mention, costly, due to attorney fees, court fees and probate fees. And did you know that your estate becomes public information, and anyone can make a claim on your estate; even fraudulent claims?
We want to hear from you! Contact us to discuss planning your retirement, making your money safe, or if you just need answers to questions. No one likes paying taxes; especially on the retirement money you worked so hard to accumulate. And then, you may even have to pay taxes on your social security.
An Estate plan is vital for any individual, couple or family that owns a home and has assets. Ensure that you protect your family from the nightmare of Probate Court, as well as, the unnecessary expense of hefty legal fees associated with Probate. Come join us at this very special event exclusively for Adults and Retirees.
Reviews
Be the first to review Legacy DLC.
Write a Review
