Broker Check

Review Your Beneficiaries

It's important to review your beneficiaries periodically.  Time and life events can change and your beneficiary designations may no longer be relevant based on current needs and future goals. 

Many think their will supersedes a a beneficiary designation on retirement accounts so they don't keep the information up to date.  For some, this share makes up most of their assets and not reviewing beneficiaries from time to time can be detrimental.

Take advantage of our complimentary beneficiary review service to make sure your loved ones are taken care of in their greatest time of need.