MEDALLION FINANCIAL RESOURCES
Estate planning is the process of establishing who will benefit from your estate and to transfer the assets tax efficiently. While some may look on estate planning as something for the wealthy, regardless of your assets, estate planning should make up a vital part of your financial planning.
A professional financial advisor can help you navigate complex decisions around retirement savings, estate planning, taxes, and more - ensuring your hard-earned assets work effectively to support your lifestyle and dreams. Reach out to a professional financial advisor today and step into your retirement with confidence and peace of mind.
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211 Nokomis Ave S, Venice, Florida 34285
Contact Number
1-941-486-0305Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies.
Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
Testimonials are from Accurate Advisory Group, Accurate Wealth Management and AAG Capital, Inc. customers and were not compensated.
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