Estate Planning
Beneficiary Designations
Most estate plans include retirement accounts and insurance policies, and both have beneficiary designations. At StrongHold Wealth Partners, we review and recommend beneficiary designation adjustments after any significant life change, such as a divorce, remarriage, or death of a loved one.
By regularly reviewing and updating beneficiary designations, we can help our clients maintain the integrity of their estate plans and ensure that their assets are passed on to the intended beneficiaries in a timely and efficient manner, minimizing potential conflicts and complications during the estate settlement process. This proactive approach is a fundamental aspect of our comprehensive estate planning services, designed to provide peace of mind and security for our clients and their loved ones.
Significant Life Changes
Planning for Long-Term Care
Trusts and Long-Term Care Insurance are two ways you may prepare and we can speak to the financial ramifications of long-term care and help you find a solution that works for your personal financial situation.
Schedule a No-Cost Consultation
Contact StrongHold Capital Partners:
EMAIL:
admin@strongholdpartners.com
ADDRESS:
7150 E Camelback Road Suite 444
Scottsdale, AZ 85251
PHONE:
480-992-9240
Investment advisory services offered through Stronghold Capital Partners, LLC, a registered investment adviser. Licensed insurance professionals.
Stronghold Wealth Partners and its employees and representatives do not provide tax or legal planning or advice. We are not affiliated with or endorsed by any government agency. Views expressed by Stronghold Capital Partners are theirs alone. This website is for informational purposes only and shall not constitute advice and are not an offer to buy or sell, or a solicitation of any offer to buy or sell investment products. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict or project future results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there is no assurances that it will match or outperform any particular benchmark.
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Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).