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How We Help

Client Centered

Our clients are at the core of everything we do at Inheritance Financial Solutions and we are passionate about creating a long-term relationship with you and your family. We do this by focusing on estate planning, retirement planning, and wealth accumulation strategies.

We’re here to help you understand your many financial choices so you can worry less about your finances and focus more on enjoying the life you love. We can answer questions you may have, such as:

  • Can I afford to retire?
  • When can I retire?
  • How much do I have to save to be able to afford my lifestyle in retirement?
  • What insurance needs do I have?
  • How can I minimize taxes?
  • My spouse passed away. What should I be doing to manage my finances?
  • How can I leave a lasting legacy for my family while still enjoying my own retirement to the fullest?
  • Will my beneficiaries know how to strategically utilize their inheritance?
  • What would happen if I were to become sick or disabled and couldn’t work?
  • Who will take care of me if I am in a long term health situation?
  • What insurance needs do I have? Do I have or need an umbrella policy, disability insurance, or long- term care insurance?

From saving for retirement to creating an estate plan to giving back to a philanthropy you love, we’re here to help.

Contact us to get started building your financial future today. |  (260) 609-3504