336.448.1086 | info@maestrowealth.com | Schedule A Conversation | Client Access | Newsletter Sign-Up
Gifting Earlier Might Make Sense [...]
Completing the IRA beneficiary designation form is part of your overall estate planning. Because the outcomes vary depending on your choice, you should understand the options.
Phone: 336.448.1086
FAX: 336.448.1087
Main Office:
755 Highland Oaks Drive, Suite 101
Winston-Salem, NC 27103
Satellite Office:
603 Dolley Madison Road, Suite 212
Greensboro, NC 27410
Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Fixed life insurance and annuity products offered through Maestro Insurance Services, Inc. All other insurance services offered through an Avantax affiliated insurance agency.
The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.
Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.
Copyright 2021 Maestro Wealth Advisors, LLC | All Rights Reserved | Privacy Policy | Form CRS
