Who We Are.
Our team’s expertise and ability to help clients get “from here to there.”
What We Do.
Our process for helping people protect and grow our client's money
Life in a Box.
See how easily MyWealthPlan360◦sm can organize your financial world.
What is in a Number?
You are number one. The Wealth Mangement System keeps the numbers of your financial life up to date.
Financial Truth
The Financial Truth is that Americans overspend and under save.
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Wealth Transfer
Wealth transfer is a vital component of financial planning. It is the final step in our process, and it provides you the peace of mind that comes with knowing that you have taken the steps necessary to ensure the continued security of your family.
In the wealth transfer stage of our work together, we will address these vital questions:
“Who will receive my estate, and how do I make sure that my wishes are truly fulfilled?”
“How can I ensure financial security for myself and my family both during and after my lifetime?”
“How can I reduce or eliminate taxes, administrative expenses and delays in connection with the transfer of my estate?”
“How can I provide liquidity to cover taxes, debts and expenses my family and I may owe?”
Together, we will work to devise a plan for the allocation of your assets. Your wealth transfer strategy may utilize a number of different mechanisms to make sure your estate is distributed according to your wishes:
- Wills – a legal declaration that directs the way your assets are divided
- Trusts – a method of transferring assets to your beneficiaries
(*There are many types of trusts we can generate for you such as Living Trusts,
QTIP Trusts, Irrevocable Life Insurance Trusts, and/or Charitable Remainder Trusts.) - Charitable gifts – a way to give a portion of your chosen assets to selected
organizations as well as reduce your tax liability - Life insurance – a time-tested way to provide immediate cash as well as a lasting legacy to your family
**A Shopper’s Guide to Long-Term Care Insurance, National Association of Insurance Commissioners, 2006
Annuities carry fees and charges and withdrawals are subject to taxation, including a 10% tax penalty for withdrawals prior to age 59 1/2.
Michael Jankowski is a Registered Representative of LaSalle St. Securities LLC, a Registered Broker/Dealer and an Investment Advisor Representative of LaSalle St. Investment Advisors LLC. LaSalle St. Investment Advisors LLC is affiliated with LaSalle St. Securities LLC. Senior Planning Network is not affiliated with LaSalle St. Securities LLC. Securities offered through LaSalle St. Securities LLC, member FINRA/SIPC.