Essential Steps when Planning for Multiple Beneficiaries

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When creating a financial plan, many people wish to leave a legacy for their loved ones. Some individuals choose to name their spouse as the sole beneficiary, while others have a list of loved ones they wish to include. If you intend to leave assets to multiple people, having them listed properly as beneficiaries is essential.

Beneficiary planning mistakes can result in your heirs paying unnecessary taxes.

To avoid leaving your beneficiaries in a messy situation, download our free guide below “Planning for Multiple Beneficiaries in 5 Easy Steps.” 

Financial Success Doesn’t Happen by Chance

Contact Chris Robinson, the lead advisor at RFG Wealth Advisory in Argyle, TX, at 940-464-4104. Let’s schedule a time to discuss how planning for beneficiaries and shape your financial future. At RFG Wealth, our fiduciary duty ensures your interests always come first, and we maintain a transparent fee structure for your peace of mind.

Please don’t wait until it’s too late to secure your financial future. Let RFG Wealth Advisory be your guide to financial success. Call us Today!

Investment advice is offered through RFG Wealth Advisory, a Registered Investment Advisor.

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Planning for Multiple Beneficiaries in 5 Easy Steps

“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.


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