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The Steps

Step 7

Estate Planning

Prepare an Adequate Estate Plan

 When it comes to providing for your family’s future—not having an estate plan in place can prove very costly. A lifetime of hard work and savings can be decimated following your death if you don’t have a proper estate plan in place. By setting up an estate plan now, you’ll protect what you have, and enjoy the peace of mind of knowing your loved ones will be well cared for after you’re gone. LDM & Associates is here to help you reach your financial goals. If you’ve been thinking about planning for the future, now is the time to start. Time is on your side—but only if you begin now! 

What To Do Next 

After meeting with your LDM Associate, you’ll be ready to begin applying your Financial Needs Analysis to meet your objectives.Follow-up visits with your LDM Associate will help keep you on the road to financial freedom.Keep LDM abreast of your successes and feel free to consult with LDM now and in the future in your pursuit of financial independence.

Investment Risk Disclaimer

1 Information contained herein should not be construed as legal or tax advice and is intended for illustrative purposes only. All charts, graphs, estimates and projections are based upon hypothetical situations, are not representative of any particular financial condition and are not intended to represent a likely or guaranteed return or outcome for any prospective customer.

The Afortus Financial Needs Analysis is based upon source information believed to be accurate. It is an analysis to determine appropriate individual financial needs and does not constitute a solicitation for the purchase or sale of any specific financial product or service.

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Office:  2652 Spring Arbor Rd. Jackson, MI 49203


(517) 795-1093


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