In this educational episode, Financial Planning Manager Jason Hatley emphasizes the significance of having the same beneficiaries on both your will and your retirement and investment accounts. This crucial step ensures that there are no delays in executing your final wishes when the time comes. It’s essential to have consistency among your beneficiaries to avoid any confusion or complications during the distribution of your assets. Therefore, we highly recommend watching this episode and taking the necessary steps to guarantee that your beneficiaries are consistent across all accounts.
Jason Hatley, CFP®, CPA, PFS
Senior Vice President
Financial Planning Manager
Email Jason Hatley here
Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Economic forecasts set forth in this presentation may not develop as predicted.
No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.
Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.
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