Integrated Strategies
For Every Step of Life

  • Main Office:
  • 102 South Main Street
  • Bluffton, OH 45817
  • 419.358.8060
  • cwmg@lpl.com
Team Investment Services Financial Planning About

Welcome to Citizens Wealth Management Group

Beneficiary Designation Review

Though often overlooked, beneficiary designations are a vital part of estate planning, as they trump marital laws, wills and court orders. In other words, proper designations will keep your assets from being destributed to an unintended heir. Proper designations may also allow your beneficiaries to extend an account's tax-deferred growth and in many cases, reduce the taxes that are owed.

Lets work together to help you keep control of your assets. Please contact us today with any questions or to set up an appointment. We will be glad to review your current beneficiary designations (if you have any) and statements from each of your bank accounts and retirement plan accounts including employer sponsored plans and individual retirement accounts.

 

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