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Charitable Giving

Creating a charitable gift giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and no estate taxes on the charitable contribution upon your death.

With the increasing tax environment we expect in the U.S. in coming years, there may be compelling reasons to integrate philanthropy into your financial and estate planning.


To schedule a complimentary, no-obligation consultation to discuss your financial future to see if you are on the right track towards a secure retirement, call us today at 1-800-227-7777.

By contacting us, you may be offered information regarding the purchase of insurance and investment products.

Our Team

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Because your future and your retirement depends on independent unbiased financial planning.