Success!

Your appointment request is confirmed. We have sent you an email with meeting instructions. Please check your spam folder if you don't see the email.

Congrats, you've taken the first step toward learning more about the common mistakes countless people make when creating their estate plan.

Here are a few key topics we will cover on our upcoming session…

Help you decide whether a Will or a Trust is right for you and your family.
Determine who will be play a roll in your overall planning.
Protect your life’s assets so they go to those you care about the most.

YOUR NEXT STEP…keep an eye out for emails and text reminding you about your upcoming session.

Be sure to be available on your scheduled date and time for your free strategy session:

Carol Dewey
Estate Guru Partner
Perpetual Wealth

P: (877) 434.6243

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.