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yes I'm Richard loek and the president and founder oven onesta wealth management
and calrima financial & Insurance Agency Inc we specialize in
our five key elements an effective financial future
the first element is income
the number one fear in life is living longer than our money
so it's most important that we have the income plan working
really well for you the second area is
the area taxation you're not saying to avoid your taxes nobody wants to pay
more than their fair share though
and so you also heard the phrase a penny saved is
a penny earned the third area
is that over health now here
I'm not a personal trainer but I'm certainly going to check in with you
make sure you're looking up
healthier lifestyle also in this area are things like
health insurance Medicare long-term care insurance if appropriate
the fourth area is a estate planning now we look at the estate planning
we're looking here is probate avoidance that's certain documents allow us to
avoid probate or allow your family to avoid probate
and those documents are living revocable trust complete with durable powers
of attorney for health
and finance I'm not an attorney so I don't make these but we do have
paralegals and
attorneys on our team that make these for people now the fifth and final
area is legacy planning
maybe you want to finish your life with nothing in the bank for maybe you want to finish
a life with a whole lot of money in the bank
either way works however one of the best things is being able to plan a legacy in
such a way that you can actually see that money
working now while you're still here to enjoy it
thank you
you can reach me on toll-free 866
589 9366
or you can visit our website phone esta
well dot com that's onde ***
TA well dot com for
by X-ray retirement dot com
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