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Available Online

Estate Planning

1 h
Free session
Online

Service Description

Will and Trusts: Understanding the purpose and differences between wills and trusts, and how they play a role in estate planning. Estate Taxes and Probate: Overview of estate taxes, the probate process, and potential strategies to minimize taxes and streamline estate administration. Business Succession Planning: Planning for the smooth transition and continuity of family-owned businesses or professional practices.

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Say hello. If you need a professional who could help you with your retirement income plan, or with you insurance planning needs, look no further. 3 Point Financial Solutions is ready to help you tackle whatever challenges you have ahead of you.

Address

108 E 2nd Street, Coudersport, PA 16915

Email

bgreen@brookstoneadvisor.com

Phone

814-205-0345

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Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and 3 Point Financial Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

 


Information provided is not intended to be tax or legal advice and not be relied on as such.  You are encouraged to seek tax or legal advice from an independent professional.

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The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve it's objectives. 

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