It has been said by many wise people in various ways that studying our past gives context to the present and hope for tomorrow. Assessing your financial history and current reality leads into creating an estate plan as a part of your comprehensive financial strategy. Having an estate plan can be one of the most effective ways of lowering estate taxes while providing for your family’s needs today and leaving a legacy for the future. As your estate planning partner, Ruggie Wealth Management may:
- Coordinate with your attorney and CPA to implement your estate plan from beginning to end
- Retitle assets to reduce or eliminate estate taxes or avoid probate
- Conduct routinely scheduled planning reviews
- Review and coordinate your philanthropic/charitable contributions
Ruggie Wealth Management has the experience and industry recognition to help you develop a reliable and secure estate plan. Founder and CEO of Ruggie Wealth Management, Tom Ruggie, was named a Top 1200 Advisor by Barron’s Magazine for the fifth time and a third year in a row. Among the factors, the ranking takes into consideration are the quality of practice, assets under management, revenues, and philanthropic work.
At Ruggie Wealth, we aren’t here to push product or personality. Our passion is to serve people and to see your financial goals come to life and find success. Call us today at (352) 343-2700 to ask any questions or to set up a time to meet with our wealth management advisors. We are ready to help.