Streff, Financial

Legacy Planning

As your trusted wealth advocates we will utilize our wisdom and years of

experience to help you navigate through changing tax laws, economic fluctuations, volatility of financial markets, and other complexities that come with success.

We can assist you in creating a legacy plan to help ensure the orderly arrangement of your assets that provides for your family through tax-efficient wealth transfers. In addition we will help your family and heirs fully understand your values and intentions regarding the preservation and distribution of your estate.

Your sources of wealth, responsibilities to others, your family legacy and community legacy will be coordinated with your tax preparer, estate attorney and other advisors to help ensure that your ultimate goals are achieved.

Click the image to the left to see the Sample Household Plan

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Securities licensed associates of Streff Financial Services, LLC are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Streff Financial Services, LLC and NPC are separate and unrelated companies.

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