Financial Solutions

PROTECT YOUR FUTURE

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RETIREMENT PLANNING

Fixed / Indexed Annuities
Traditional IRAs
IRAs / Roth IRAs
IRA Rollover

401(k) / 403(b) Plans
Profit-Sharing Plans
Pension Plans

Split-Annuity Strategy
Social Security Income
Self-Employed Retirement Plans
Retirement Plan Distributions

ESTATES & TRUST

Living Trusts
Estate Planning
Avoiding Probate
Family Limited Partnership

Charitable Giving
Charitable Trusts
Property Ownership
Federal Estate Tax

Dividends
Mutual Funds
Fixed / Variable Annuities
Exchange-Traded Funds

Stocks & Bonds
Asset Allocation
College Savings Plans
Closed-End Funds

Term Life Insurance
Whole Life Insurance
Business Owner Policies
Disability Income Insurance

Long-Term Care
Medicare Coverage
Universal Life Insurance
Variable Life Insurance

Estate Tax
Capital Gain Tax
Retirement Plan Limits
Retirement Plan Taxes

Tax-Free Investments
Mutual Fund Profits
Tax-Free Insurance Upgrades
Tax Strategies for Retirement

Gift Tax
Tax Deferrals
Charitable Trust Tax Benefits
Tax-Advantaged Investments

Michael Bascom
Attorney

Phone: 770-889-3911
Email: Mike@BascomLaw.com

Ron Debranski
Attorney

Phone: 770-926-1957
Email: ron@debranski.com

State of Georgia & Florida
Insurance Commissions

Georgia: 404-656-2085
Florida: 850-413-3140