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Join us Friday, April 9th for a
special seminar on "Leaving a Lasting Legacy" and get
information about how recent changes in tax law may
affect individuals.
Contact us
with any questions about this special opportunity.
As a
faithful steward of your finances, you’ve worked
diligently for your money and strived to make the most
tax-wise decisions regarding your budget, investing for
the future and blessing your family. Meanwhile, when
you’ve seen a need, you’ve also made it a priority to
give…touching lives through donations to charities and
ministries. Through our partnership with the
planned-giving experts at Ambassador Advisors, LLC, we
can help you balance your personal dreams with your
giving goals, maximizing your charitable efforts through
sound planning advice.
A myriad of financial strategies exist.
Balancing personal goals for you and your family with
charitable interests is an ongoing challenge that
requires personal attention, a depth of resources and,
most importantly, the right guidance from financial
professionals who are recognized as some of the best in
the industry. That’s where our partnership with
Ambassador Advisors comes in!
The Federal Government has provided
incentives for charitable giving, such as income tax
deductions, capital gains reduction and estate tax
minimization. Because of this, giving to any charitable
organization can be maximized and taxed minimized
through proper planning and solutions designed with your
unique situation in mind.
We work with Ambassador Advisors because
of their commitment to helping individuals like you and
charities like us achieve goals. By designing a strategy
to give the right asset at the right time, Ambassador
Advisors can help you increase tax benefits while
protecting your future needs and stretching your giving
dollars. The result is that you maximize the impact of
your gift and your favorite charities are able to Do
More® of what you are passionate about! |
