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CurrentFinancial Planning (personal and corporate), Personal Planning, 401(K), Profit Sharing Plans, DB/DC Plans, Individual & Corporate Life Insurance, LTD / LTC Insurance, Annuities, Survivorship Life Insurance, Buy Sell Agreements, Cross Purchase Agreements, Financial implementation of complex Estate Planning.DISCLOSURE : The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of Kestra Financial unless otherwise stated. Information provided is for educational purposes only and shouldn’t be viewed as a recommendation to buy or sell any particular financial product or service. Investing involves risk, including loss of value. Insurance and other financial products and services may be subject to certain terms, conditions and costs not identified within the enclosed material. Any strategies represented are not guarantees of future performance or success, and may not be appropriate for your situation. Trade execution orders will not be accepted. Also, do not post any information you do not wish to be shared with others. If you have a matter requiring immediate attention, contact me at leb@borgerfinancial.com
