Estate Plan Strategies
The final pillar in our Financial planning process, estate planning is the exercise in making sure all assets have been properly titled, beneficiaries are listed, wills are in place and up to date, and any additional legal documents are in place to make sure if anything were to happen to the client, the last thing the family will need to worry about is the proper distribution of the assets. We work closely with multiple estate planning attorneys across the US and will work to make the process as seamless and stress free as possible once needs have been identified. Please let us know if you have any Estate Planning questions or needs.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. CPM Federal Credit Union and One11 Advisory, LLC, are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using One11 Advisory, LLC, and may also be employees of CPM Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, CPM Federal Credit Union or One11 Advisory, LLC. Securities and insurance offered through LPL or its affiliates are:
|Not Insured by NCUA or Any Other Government Agency||Not Credit Union Guaranteed||Not Credit Union Deposits or Obligations||May Lose Value|
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1817 Pickens St,
Columbia SC 29201