Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning

Financial Advisors offering Portfolio Management, 401k Plans and Financial Planning

Saratoga Springs, NY | St Augustine, FL | 866-998-7331

  • Home
  • How We Can Help
    • Financial Planning
    • Portfolio Management
    • Advice for 401k Participants
    • 401k & 403b Plans
    • 35 Ways We Help You Work Toward Your Goal
  • Our Team
  • Media
    • Educational Events
      • Retirement Seminar
      • Social Security Seminar
      • Medicare Webinar
    • On-Demand Webinars
  • Tools
    • Create a Retirement Plan
    • Free Portfolio Risk Analysis
    • Retirement Calculator – How much will I have?
  • Client Login
    • Black Diamond Reporting
    • Schwab Alliance
    • Financial Plan – emoney login
  • Contact Us

Four Critical Estate Planning Documents

September 7, 2021 Minich MacGregor Wealth Management Uncategorized 0

Infographic-APPROVED-MAT-08.30.21-4-Critical-Estate-Planning-Docs

Like this? Share it.
Share on Facebook
Facebook
Share on LinkedIn
Linkedin
Email this to someone
email
  • Estate Planning
  • Healthcare Proxy
  • Last Will and Testament
  • Letter of Instruction
  • POA
  • Power of Attorney
Previous

A Life Worth Living

Next

9/11 – A Miraculous Descent

Upcoming Events

  • October 25, 2021
    • Medicare Webinar
      5:00 pm - 6:00 pm      Medicare WebinarTime: 5:00 pm - 6:00 pm
  • October 27, 2021
    • Medicare Webinar
      2:00 pm - 3:00 pm      Medicare WebinarTime: 2:00 pm - 3:00 pm
  • November 25, 2021
    • - Thanksgiving Day - Office Closed- Thanksgiving Day - Office ClosedMarket Closed

Minich MacGregor Wealth Management

21 Congress Street, Suite 203 | Saratoga Springs, NY | 12866

10 F Street | St. Augustine, FL | 32080

Direct: 518.499.4565 | Toll-free: 866.998.7331 |Fax: 518.430.0090

Email: info@mmwealth.com

Legal

Disclosures

Privacy Policy

Form CRS

  • Like us
  • Follow us

Copyright © 2021 | WordPress Theme by TodayTrader