Getting Started with Estate Planning
Investing, saving, budgeting and creating a financial plan are all valuable parts of finance. However, estate planning is equally important. Whether you have a will, trust, or perhaps are wondering whether it makes sense for you to get one, we can work along with your estate planning attorney to help.
It’s easy to get lost in the woods. We’re here to help!
For those who have existing planning in place, it is important to ensure that all the assets are titled properly. If you need help titling your assets, aren’t sure if your trust has been funded properly or need a referral to an estate planning attorney contact us, we are happy to help.
Lifestyle Financial Services and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
Lifestyle Financial works closely with Copenbarger & Copenbarger for Estate Planning needs.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Charles Sosa and Zachary Rayman are registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.?
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
Contact Us
Lifestyle Financial
Office: (800) 834-2250
Fax: 949-241-8569
200 Sandpointe Avenue
Suite 160
Santa Ana, CA 92707
Series 7 and 66 held through LPL Financial.
Website developed & maintained by UpTree Group, LLC.
