Professional Edge

Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to-date on all the tax law changes and implications? Your 1-800 firm is NOT licensed to give you tax advice.

Every financial decision you make involves tax planning. Are you ready to receive licensed tax planning advice incorporated with your investment decisions?

Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798.

A unique offering we are providing to our listeners: THE BUNDLE

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to-date on all the tax law changes and implications? Your 1-800 firm is NOT licensed to give you tax advice.

Every financial decision you make involves tax planning. Are you ready to receive licensed tax planning advice incorporated with your investment decisions?

Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798.

A unique offering we are providing to our listeners: THE BUNDLE

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to-date on all the tax law changes and implications? Your 1-800 firm is NOT licensed to give you tax advice.

Every financial decision you make involves tax planning. Are you ready to receive licensed tax planning advice incorporated with your investment decisions?

Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798.

A unique offering we are providing to our listeners: THE BUNDLE

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

Taxes, Taxes and even more taxes. Stockbrokers are NOT licensed to give you tax advice in their investment recommendations. If you are a "do-it yourself" kinda person how are you staying up-to-date on all the tax law changes and implications? Your 1-800 firm is NOT licensed to give you tax advice.

Every financial decision you make involves tax planning. Are you ready to receive licensed tax planning advice incorporated with your investment decisions?

Estate Management Counselors, LLC can be your fiduciary professional investment counselor and advisor as we are licensed to provide our valued clients with integrated tax planning advice. Interested in learning how Estate Management Counselors can add value to your investment portfolio? Contact us at 1-877-654-9798.

A unique offering we are providing to our listeners: THE BUNDLE

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year for your retirement flight as Fed Chairman Powell made a firm stand on combating inflation -

1. Rate hikes never before experienced
2. Borrowing cost on a 30-year mortgage has doubled - 7%+ mortgage rates
3. Credit Card interest rates have jumped
4. Yet, unemployment remains at historic lows

Have you honestly considered how your retirement flight is going; experience turbulence during your flight doesn't mean abort the flight. What it means is coordinate with the control tower (Estate Management Counselors, LLC as your professional counselor and advisor) to determine the best course of action for you based on your individual circumstances and risk tolerance. Then implement the changes and continue on with your retirement flight. Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're piloting this retirement flight, you don't do it alone - you are in constant contact with control tower to guide you there. Why? They have already had so many retirement flights and are there to help you. This is similar to working with Estate Management Counselors - we are your control tower - we have already assisted hundreds of others in making the decisions you face.

Taking advantage of THE BUNDLE

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year for your retirement flight as Fed Chairman Powell made a firm stand on combating inflation -

1. Rate hikes never before experienced
2. Borrowing cost on a 30-year mortgage has doubled - 7%+ mortgage rates
3. Credit Card interest rates have jumped
4. Yet, unemployment remains at historic lows

Have you honestly considered how your retirement flight is going; experience turbulence during your flight doesn't mean abort the flight. What it means is coordinate with the control tower (Estate Management Counselors, LLC as your professional counselor and advisor) to determine the best course of action for you based on your individual circumstances and risk tolerance. Then implement the changes and continue on with your retirement flight. Your safe and secure retirement is YOUR responsibility. What steps should you take - If your piloting this retirement flight, you don't do it alone - you are in constant contact with control tower to guide you there. Why? They have already had so many retirement flights and are there to help you. This is similar to working with Estate Management Counselors - we are your control tower - we have already assisted hundreds of others in making the decisions you face.

Taking advantage of THE BUNDLE

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year for your retirement flight as Fed Chairman Powell made a firm stand on combating inflation -

1. Rate hikes never before experienced
2. Borrowing cost on a 30-year mortgage has doubled - 7%+ mortgage rates
3. Credit Card interest rates have jumped
4. Yet, unemployment remains at historic lows

Have you honestly considered how your retirement flight is going; experience turbulence during your flight doesn't mean abort the flight. What it means is coordinate with the control tower (Estate Management Counselors, LLC as your professional counselor and advisor) to determine the best course of action for you based on your individual circumstances and risk tolerance. Then implement the changes and continue on with your retirement flight. Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're piloting this retirement flight, you don't do it alone - you are in constant contact with control tower to guide you there. Why? They have already had so many retirement flights and are there to help you. This is similar to working with Estate Management Counselors - we are your control tower - we have already assisted hundreds of others in making the decisions you face.

Taking advantage of THE BUNDLE

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

You are the pilot - in control of your retirement. To get you from point A (pre-retirement or already in retirement) to your destination (safe and secure retirement). 2022 was not a good year for your retirement flight as Fed Chairman Powell made a firm stand on combating inflation -

1. Rate hikes never before experienced
2. Borrowing cost on a 30-year mortgage has doubled - 7%+ mortgage rates
3. Credit Card interest rates have jumped
4. Yet, unemployment remains at historic lows

Have you honestly considered how your retirement flight is going; experience turbulence during your flight doesn't mean abort the flight. What it means is coordinate with the control tower (Estate Management Counselors, LLC as your professional counselor and advisor) to determine the best course of action for you based on your individual circumstances and risk tolerance. Then implement the changes and continue on with your retirement flight. Your safe and secure retirement is YOUR responsibility. What steps should you take - If you're piloting this retirement flight, you don't do it alone - you are in constant contact with control tower to guide you there. Why? They have already had so many retirement flights and are there to help you. This is similar to working with Estate Management Counselors - we are your control tower - we have already assisted hundreds of others in making the decisions you face.

Taking advantage of THE BUNDLE

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an online estate plan or estate planning done by a lawyer who should not be doing estate planning. Having completed over 2,500 estate plans, this is what we do: Estate Planning

When, if not right now, is the impetus to take action to make sure you avoid these misses?

1. 50% of all individuals do not have any estate planning.
2. Will you disinherit your kids from receiving your 401(k) / IRA ?
3. There is a reason the "tax informed" have a business or a farm - why don't you?
4. Will your surviving spouse remarry after your death and disinherit your children?

Be honest - Are you not sure your estate plan is done properly, or you don't have an estate plan. Let's get this fixed now - it's that simple. I would rather you come in and we have a conversation, we do a bit of legal work and presto - you now know the misses you would have made and you now know you have fixed them. If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - a successful estate plan.

Not sure what the next step should be?

Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!

My guarantee to you: 100% satisfaction guarantee !!

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE

Estate planning. You might just be one of the 50% of all individuals who have done their estate planning. Congratulations. How is your house titled: Solely, Jointly, Tenants in Common, Joint Tenant with right of survivorship? All these have different implications, and your Estate Plan might not be controlling. Did you realize this? These are the Estate Planning misses we see when reviewing an online estate plan or estate planning done by a lawyer who should not be doing estate planning. Having completed over 2,500 estate plans, this is what we do: Estate Planning

When, if not right now, is the impetus to take action to make sure you avoid these misses?

1. 50% of all individuals do not have any estate planning.
2. Will you disinherit your kids from receiving your 401(k) / IRA ?
3. There is a reason the "tax informed" have a business or a farm - why don't you?
4. Will your surviving spouse remarry after your death and disinherit your children?

Be honest - Are you not sure your estate plan is done properly, or you don't have an estate plan. Let's get this fixed now - it's that simple. I would rather you come in and we have a conversation, we do a bit of legal work and presto - you now know the misses you would have made and you now know you have fixed them. If you're climbing Mt. Everest, you don't do it alone - you follow your Sherpa to guide you there. Why? They have already been successful many times and are there to help you to guide you to success. This is exactly the same concept when you start working with Estate Management Counselors - we are your guide to help you achieve success - a successful estate plan.

Not sure what the next step should be?

Taking advantage of THE BUNDLE - at an inflation busting 75% discount !!

My guarantee to you: 100% satisfaction guarantee !!

To a prosperous and happy 2023!!

Sean G. Todd, Esq., M. Tax, CFP®, CPA

P.S. Your tax, estate and financial plan - done: THE BUNDLE