Survivor Income Planning

Our financial planing service for survivors can help you organize your financial life so that your surviving spouse or domestic partner and dependent children are protected against financial difficulties in the event of your death.

What's included:

* Work 1:1 with a Certified Financial Planner® to create your personalized Survivor Income Plan.

* Two 30 Minute Sessions to Understand Your Money Mindset (More Info)

* Your Personal Financial Website To Stay Organized and to Plan & Track Your Goals

Blue Sofa

CONTACT

1517 Hunt Club Blvd, Suite 200

Gallatin, TN 37066

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Tel: 615-620-5499

info@atlantiswealth.com

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Securities and investment advisory services offered through Royal Alliance Associates, Inc member FINRA/SIPC. Royal Alliance Associates, Inc is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc  615-620-5499

Royal Alliance Associates, Inc does not provide tax or legal advice.

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