Everyone has an estate and something in common – you can’t take it with you.
Estate Planning SHOULD INCLUDE
- Inventory of Assets
- Proper Beneficiary Designations for your needs
- Name a guardian for minor children
- Include life insurance for your family at your death
- Identify who will manage your estate if you are unable
- AND so many more things ...
Services We Offer
- Assist in organizing your assets
- Help you prioritize your needs
- Discussion of "Questions To Consider"
- Provide a list of estate attorneys
Start Today
Take time to talk to our financial advisor, Marianne Watson, today!
Cetera Investment Services Center Located at First Community Bank
Cetera Investment Services Center Located at First Community Bank
200 E Main St, Harbor Springs MI 49740
Direct #: 231-526-3997
For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera Investment Services, nor any of its representatives may give legal or tax advice.
Check the background of this investment professional on FINRA’s BrokerCheck
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
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This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com