Eagle Financial Group

Steve F. Mankameyer, CFP

Steve F. Mankameyer, CFP™, is a registered representative with Sunset Financial Services, Inc., a FINRA registered broker-dealer. Sunset Financial Services is registered to offer securities products in all 50 United States. Steve F. Mankameyer, CFP™, is licensed to offer securities products in Kansas, Missouri, Oklahoma, Georgia, Ohio, Illinois, Alaska, and Texas. Steve F. Mankameyer, CFP™, is also licensed to offer insurance products in these same states. The information included herein should not be considered a solicitation or an offer to sell product in any state besides those in which Steve F. Mankameyer, CFP™, is properly licensed. Securities and Investment Advisory Services offered through Sunset Financial Services, Inc. 3520 Broadway Kansas City, MO 64111 Ph. (816) 753-7000 (Home Office) Member FINRA, SIPC

Eagle Financial is not affiliated with Sunset Financial Services.

The URL address www.SFSplanning.com is in no way affiliated with Sunset Financial Services.

 CFP™, Certified Financial Planner™ and ® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.

 

 

 

 

 

 

 

 

 

 
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Money and the Battle of the Sexes

When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.

Surviving the Estate Tax with Survivorship Life

People who never imagined they would have enough assets to trigger estate taxes could be in for a surprise. One way to help plan for this possibility is by purchasing a survivorship life insurance policy.

Develop a Life Plan

An out-of-date estate conservation strategy is about as useful as none at all, but by updating your estate documents periodically, you can help protect the assets you wish to pass on to your heirs.

Heir-Tight Estate Conservation

An incentive trust can help reinforce the lessons you taught your children during your life.

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July 25, 2008 @ 02:04 AM

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