Estate Planning & Wealth Distribution
You and your family have worked hard to accumulate your wealth. When it comes time to start taking money out of your investment and retirement accounts you need a plan to make sure you navigate these efficiently. Do you need help creating your estate plan? Do your parents need advice on their estate plan? We can assist you in these matters and choices to help you achieve your wealth transfer goals.
1029 Monarch Street, Suite#150 Lexington, KY 40513
Representatives are licensed to offer insurance and annuity products in CO, FL, GA, IN, KY, MA, MD, MI, MN, MO, MS, NH, OH, SC, TX, WV, VA and WA and are licensed to offer investment products in CA, CO, FL, GA, IN, IL, KY, MI, OH, OR, PA, WV. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor. Tax and/or legal advice is not offered by Envisage Wealth Advisors. Please consult with your tax professional for additional guidance regarding tax-related matters.
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