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5610 Ward Road, Suite 300 Arvada, CO 80002
9200 E. Mineral Avenue Centennial, CO 80112
Phone: 303-252-0852
Website: www.walshfinancialsolutions.com
May/June 2019
Five Reasons You Need a Will
Having an up-to-date will is one of the most important planning steps you can take in any area of your life. If you don’t believe this, consider these reasons why you might change your mind. Through a will, you can:
- Direct who will receive your assets after you pass
- Name legal guardians for your minor children
- Help prevent confusion among beneficiaries
- Designate an executor who will settle your estate
- Donate assets to the charities of your choice
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Advisory Services offered through Walsh Financial Solutions or Vanderbilt Advisory Services. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Walsh Financial Solutions and Vanderbilt Securities, LLC are separate and unaffiliated entities. Clearing agent: Fidelity Clearing & Custody Solutions. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 631-845-5100
For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures
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