IN THIS ISSUE

With tax season here, many individuals are looking forward to receiving a tax refund soon. However, while it is nice to spend the extra funds on vacations and material things, reinvesting your wealth into your retirement savings, contributing to your bills, or updating important legal documents might be the more important route. Here are a few suggestions on what to do with this money:


The concept of legacy can take on a lot of different meanings.
On one level, it can be seen as a purely financial concern. The assets and capital you have worked so hard to amass and save over a lifetime. For much of the 20 th  century, that’s how legacy was defined in this country. It was the funds you were able to pass down to your children and grandchildren.

Lifetime & Legacy Protection Program
The Lifetime and Legact Protection Program (LPP): is an “exclusive program” for clients. We provide an annual review of the estate plan to make sure it’s up-to-date and still meets financial and overall planning goals. Those who’ve enrolled in our Lifetime Protection Program don’t lose a minute’s sleep worrying their estate and assets may be vulnerable to the ever present shifts and turns that come up. Would you like peace of mind? You will even be provided 24/7 access to healthcare emergency contact information including the required federal authorization documents for health care professionals to speak with your family as needed.
WE WANT TO THANK ALL OF OUR CLIENTS WHO HAVE REFERRED FAMILY AND FRIENDS THIS PAST MONTH.

It's easy! Just pass along this newsletter to them or invite them to come to one of our free seminars!
Call (800) 964-4295 or visit DSullivan.com

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Dennis Sullivan & Associates | DSullivan.com