Preferred Wealth
@preferredwealth.bsky.social
Wealth management for families, incorporated professionals and small businesses. Tweets are not financial advice.
Estate planning isn't just for the wealthy; it's a crucial step for anyone wanting to ensure their legacy. By planning ahead, you can save your loved ones unnecessary stress and financial burden. Let's discuss secure strategies to protect your assets. #EstatePlanning #Legacy #WealthManagement
November 19, 2024 at 5:14 PM
Estate planning isn't just for the wealthy; it's a crucial step for anyone wanting to ensure their legacy. By planning ahead, you can save your loved ones unnecessary stress and financial burden. Let's discuss secure strategies to protect your assets. #EstatePlanning #Legacy #WealthManagement
There's an underused retirement plan for incorporated professionals or business owners - Individual Pension Plans (IPPs). They offer a personal approach, often resulting in greater retirement benefits. Let's chat about how IPPs can enhance your financial future. #RetirementPlanning
November 19, 2024 at 5:14 PM
There's an underused retirement plan for incorporated professionals or business owners - Individual Pension Plans (IPPs). They offer a personal approach, often resulting in greater retirement benefits. Let's chat about how IPPs can enhance your financial future. #RetirementPlanning