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This analysis provides broad, general guidelines, which will be helpful in shaping your thinking about your financial needs. It serves as a guide for discussions with our professional advisors. Each of the “life goals” illustrated in this analysis are calculated independently and are intended to be applied to a comprehensive financial plan. Each scenario shown illustrates your current situation or an alternative strategy and its possible effects on the financial situation you provided.
Not everyone needs sophisticated planning- but you deserve to be educated on your options and be empowered to make an informed decision based on your individual planning needs. That’s why we have attorneys with a variety of backgrounds and specialties- to provide customized planning in a supervised environment that makes it easy for you to get everything from DIY solutions (with access to legal counsel) to advanced help from leading experts.
Our Assisted Will Plan
with:
Durable Power of Attorney
Health Care Power of Attorney
Medical Privacy Documents
Mostly for single clients or
clients with small estates
(no real estate). Subject to Probate.
Our Assisted Revocable Trust with:
Pour-Over Will
Durable Power of Attorney
Health Care Power of Attorney
Medical Privacy Documents
For Simple Plans with Real Estate or Assets that require a Trust.
Probate Protection.
Our Assisted Revocable Trust with Buy Now Pay Later Options
Pour-Over Will
Durable Power of Attorney
Health Care Power of Attorney
Medical Privacy Documents
3 Months 0% Financing 6, 12, and 24 Months options starting at 5.9%
24 Months at $55 on Approved Credit
Custom Planning with an Attorney, including all Trust documents in Trust Guard plan, a 60 minute virtual family meeting, and binder.
Great for complex and high net worth clients.
We provide Debt and Tax Resolution Programs to help clients achieve financial freedom. We are partnered with some of the largest and most respected resolution providers in the nation and have assisted thousands of consumers with our programs. Our dedicated team of advisors and consultants support families, individuals, and businesses nationwide. We empower clients by enabling them to achieve financial independence.
We love our customers, so feel free to contact us a (888) 489-3418 or at info@cirkalfinancialservices.com or schedule a free consultation with https://calendly.com/cirkalfinancialservices/consultation_interview_meeting
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