Have you decided who gets what of your estate and are you prepared for the costs?
Are you concealing your time, talents and treasures?
Ready to let go of the disappointment?
Have you looked at your policies lately?
Where did you put your pension?
Building and Protecting Wealth Since 1973
Since 1973 our firm has been positioning clients to build and protect wealth. As our government changes to promote either a conservative or liberal leadership the taxation and entitlements move to extremes. Through our history, estate taxes have been repealed and brought back as means to pay for the entitlements afforded by our legislators. We believe our clients have a right to prosper by keeping more of what they earn and being able to decide who they leave their estate to when they die. In addition to individual planning, we help business’s develop compensation packages to keep them competitive in the market place when attracting and retaining competent employees. The past ten years have seen challenges in both emotional and practical planning. Developing a strategy and having the discipline to stay the course in the face of all the distractions is what we do. Deciding what you want and staying the course will eventually lead to your desired result.
Gary Rardon & Associates and their agents are presently licensed to sell traditional life insurance in CA (License #0E39087 & #0463371), CO, UT, NV, MN & ID.
Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.
Securities offered in CA (License #0E39087 & #0463371), CO, UT, NV, MN & ID. Residents of other states should consult with a local registered representative for securities products.
This site is not intended as an offer to sell securities, which may be done only after proper delivery of a prospectus and a client suitability review.
Proper state registration is mandatory prior to conducting business in any state.
The material presented here is intended for information purposes only and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, tax advisor or plan provider.
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker dealer and Investment Advisor, member FINRA / SIPC.
Gary Rardon & Associates and Mezrah Consulting are independently owned and operated.