Flash Report for November 2017

12/4/2017

How current is your estate plan? What's an estate plan, you ask? Do you have a will? Why does any of this matter? If you want to ensure your family is taken care after you're gone, we offer the following information to help you understand your options.

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Vince Annable
& Team

We're committed to your ongoing financial education with useful tips and information so you can pursue your financial goals with confidence.

These monthly reports are brought to us by the BSW Inner Circle, a global financial concierge group I have on retainer to keep me up to date on the latest research and strategies for addressing the key concerns of successful people like you. Let me know what you think, and thanks for reading!

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Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Wealth Strategies Advisory Group, LLC., CSA and CSS are independent entities. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.

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