Wills, trusts, power of attorneys’ (POA), health care POA, ownership or legal arrangements, business arrangements, buy sell agreements, just to name a few items we review
We can help put together a plan to accomplish your goals. Our “plans” can get extremely extensive and complex or they can be a very simple such as just going over the pro’s and con’s. This is a complex field of study, however, we specialize in using word pictures and analogies that help simplify.
This is something that is important to do but often overlooked due to perceived cost! Assumptions aren’t always reality! Check with us today how economical it can be.
*Innovative Wealth Partners, Stratos Wealth Partners, Ltd and LPL Financial do not provide legal and/or tax advice or services. Please consult your legal and/or tax advisor regarding your specific situation
Living with a better understanding…
Our clients often feel comfortable once they realize that we have done all we can to align their goals/objectives with the products that we are implementing.
The comfort of having a plan in place is that you know that however the future unfolds you are covered.
IWP address & contact info
330 Intertech Parkway
Angola, IN 46703
The LPL Financial representative (s) associated with this site may only discuss and/or transact securities business with residents of the following states: IN, MI, GA, CO, FL and KY.