Retirement and Estate Planning go together. Not many people realize this, but the importance of estate planning cannot be overemphasized especially for people who are about to enter their retirement.
Exemplify Financial Services, LLC, can help you in the creation of your Wills and Trusts that best fit your needs. Wills and Trust can protect everything that you have worked hard for during your employment years, giving you complete control of your life savings and legacy. Find comfort in knowing that your life savings will be handled and passed on well to those you will leave it to.
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Exemplify Financial Services, LLC specializes in providing investment vehicles for high net worth accredited individuals who have an IRA, 401K rollover, or excess cash. We offer fractional investments in life settlements and viaticals. These investment vehicles, commonly offer double digit yearly returns, a rate higher than the standard market return and which returns are not dependent on the market. This can lead to doubling our client’s investment, in five to seven years.
The information found on this website is intended solely for Qualified Investors who possess the resources, financial aptitude, and experience in making investments into complex product offerings. Investors should consult with their own legal, financial, and tax advisors in determining the appropriateness of life settlement and viatical investments for their goals. This website is not a solicitation of investment funds or a securities offering. Exemplify agents are consultants and not United States securities dealers or brokers or U.S. investment advisers registered with FINRA.