ATLANTA, GA - IMMEDIATE RELEASE
DON'T BELIEVE ALL THE RECESSION GIBBERISH...
What should you pay attention to?
2022 Market Recap
S&P 500 down 19%
NASDAQ fell by 34%
2023 MARKET GAINS
S&P 500 INDEX UP 7.2% *02/07/23
If you have simply....
- sat paralyzed watching your investments plummet
- not sure how to reallocate your portfolio
- missed creating a tax asset
- stopped opening your account statements
YOU MUST ACT IMMEDIATELY .....
Current market conditions dictate
More critical than ever to have your Financial, Estate and Tax planning coordinated to benefit the most from what you have worked so hard to accumulate
Sean G. Todd Tax Attorney/ CPA / CFP®
Host of the Professional Edge Radio Show and Podcast
has created just for you........
THE BUNDLE
What is THE BUNDLE ? Working with a Tax Attorney / CPA and Certified Financial Planner Practitioner, you will get:
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A Fully Executed Estate Plan
We will assist you in completing your estate plan to avoid probate, avoid ancillary probate, ease the burden on your loved ones, keep your affairs 100% private and to avoid the nasty delays and expense of having to deal with probate.
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Comprehensive Professional Portfolio Analysis
Estate Management Counselors, LLC is a Registered Investment Advisory firm with the SEC. Being such, we have a duty under law to act in our clients' best interest, which we are proud to serve in this manner which only benefits our clients.
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Tax Minimization Audit
Gain the benefit of 25+ years of experience from a Tax Attorney/CPA to review your taxes and assist you in positioning yourself to pay the IRS not a penny more than you are legally obligated to pay ... this is not tax preparation but actual strategic tax planning.
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Asset Protection Analysis and Recommendations
Receive a full liability exposure review followed by a personalized asset protection strategy outline. Our litigious society dictates you have to be proactive in protecting your assets. Are you a landlord, own a business, let friends use your condo in the Panhandle? All these make you an easy target to be sued.
ALL
THE BUNDLE
BENEFITS
EXPLAINED
NO COST ---- NO OBLIGATION
100% Privacy. We Will Never Spam You!
