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Wealth Preservation

Keep you investments safe with sound planning.You work hard for your money and so do we! We believe that in creating wealth, you must protect it. Estate planning involves so many factors and concepts, that there is not just one path that everyone should follow. Family dynamics, businesses, real estate, life insurance and investments are different for everyone, and should be viewed as such. That is why you need a professional to review your needs and analyze a way to preserve all that you have saved and continue to build.

In additional, many of us never consider the probate and taxation issues at death, which could drastically effect what you pass on to your loved ones. Is a will enough? When do we need a living trust? What is probate? How much does the IRS take at death? Not only do we assist you  in creating a sound financial future, but we will work with you to answer these important questions in order to preserve it too.

Click here to schedule your appointment today.

 

*Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013 • (800) 874-6910. DuHamel & Associates Insurance and Financial Services, Inc. and PSEC are independently owned and operated companies. PSEC is not liable for ancillary products or services offered by this representative or DuHamel & Associates Insurance and Financial Services, Inc.
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DuHamel & Associates
Insurance and Financial Services. Inc.
5235 Mission Oaks Blvd., #349,Camarillo, CA 93012
(805) 484-9719 Fax (805) 484-2568
Insurance Inquiries: [email protected]
Securities Inquiries: [email protected]

Terry DuHamel - California Insurance License # 0762754

DuHamel & Associates Insurance and Financial Services is not an affiliate of PlanMember Securities Corporation.