Legacy planning is an essential aspect of securing your family’s future and preserving your values for generations to come. We provide you with the tools and knowledge needed to create a lasting impact. Whether you’re looking to safeguard your assets, support your loved ones, or contribute to causes you care about, we help you build a legacy that reflects your life’s achievements and aspirations.
You’ve worked hard to build up a nest egg and an ideal retirement. But the work never really stops. As you shift from accumulating wealth to distributing built up money in retirement, a solid plan can help manage your wealth efficiently and maximize your spending (or saving) power.
Supporting causes you believe in is a great way to leave your mark on your community – and beyond. Contributions are also a way to minimize tax obligations and see that you are able to better control the ways in which your money is spent.
Regardless of the size of your estate or family, transfers of wealth can become complicated if no plan is in place. By working with you to outline your wishes, we help to bring ease and clarity to you and your loved ones.
Fill out the form below and we will reach out with more information on how we can help you on your retirement journey.
Strategic Asset Conservation, Inc.
402 Amherst St.
Ste. 403
Nashua, NH 03063
Phone: (603) 595-4990
Fax: (603) 595-5530
Email: inquiries@seniorfr.com
The material on this website is provided for your general information only and does not constitute the giving of investment advice or an offer to sell or the solicitation of an offer to buy any investment. Financial, tax, and/or estate planning decisions should only be considered with the assistance of a financial advisor, and if securities are involved, with the assistance of an investment advisor. Neither Strategic Asset Conservation nor its advisors provide tax, investment, accounting, or legal advice. You should review any planned financial transactions or arrangements that may involve securities or that may have investment, tax, accounting, or legal implications with your personal, professional advisor in those fields.
The generalized information we provide regarding tax minimization planning is not intended to and cannot be used by anyone to avoid paying federal, state, or local municipality taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company.
By contacting us, you may be offered an insurance or an annuity product.
Insurance products, including annuities, offered through Strategic Asset Conservation, Inc. Life and annuity licensed in NH, License #: 0357441.