WHY YOU NEED AN ESTATE STRATEGY

January 02, 2019

Contact

Office: 704-554-6404

Fax: 704-554-6536

5925 Carnegie Boulevard

Suite 300

Charlotte, NC 28209

Send an Email

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC. Summit Advisory Group and all other entities and individuals are independent of Equity Services, Inc. and the National Life Group of companies unless otherwise noted. Equity Services, Inc. is a Registered Broker/Dealer affiliate of National Life Insurance Company, Montpelier, Vermont.

National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. TC112083(0221)