Estate planning can be a crucial part of a financial plan once you begin thinking not only about your goals today but also for future generations. Once you have planned retirement and are invested, you can begin to focus on how your assets will be managed after your death.
At ISB Investment Services available through Sorrento Pacific Financial, LLC* one of our SPF Financial Consultants is here to help you. They are here to answer all your questions and can help you create a plan so you can feel confident your assets are distributed the way you desire.
Whether your estate is large or small, there are many issues to consider in creating an estate plan. One of our SPF* consultants can help you uncover:
- What are your assets and their approximate value?
- Where will your assets go when you pass away?
- Do you have a trust?
To learn more about estate planning and ways to help protect your family, contact us today to schedule a complimentary, no-obligation appointment.
*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.
Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
SPF representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.