ESTATE CONSERVATION STRATEGIES
It's your estate, ensure your wishes are met with our Estate Conservation Strategies
Long Term Care Planning
Planning for your future care can ensure that your wishes are met.
Special Needs Planning
Having a plan for any of your loved ones with a disability in the event of your death can help ensure their future is cared for.
Medicaid Planning
Our medicaid planning strategies helps you evaluate your current financial situation and the actions needed to structure your financial resources.
Legal Documentation
Our team will help you secure legal documents such as Wills, Trusts, Health Care Directives, Power of Attorney and QDRO to ensure that your wishes are carried out.
Protection
Our Estate Conservation Strategies offer options to protect your assets, avoid probate and minimize estate taxes.
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Contact Info
“Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Heritage Harbor Financial Associates and Securities America are separate entities. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed."
Mailing Address: Securities America, INC., 12325 Port Grace Blvd, La Vista, NE 68128
Securities America Phone #: 800-747-6111