The Survivor’s Guide
Gain the peace of mind that your affairs are in order if something were to happen to you or your spouse.
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This comprehensive Survivor’s Guide is the one place where document all passwords, phone and computer access, pre-paid funeral arrangements, insurance information, financial assets and even instructions to care for a pet.
Download the free Survivor’s Guide, complete the information and share with your beneficiaries. Your beneficiaries will appreciate the time you took to quickly and easily help them settle their estate.
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IAR, Licensed Fiduciary Marc Montini
Provided to you by Marc Montini of Montini & Co Tax Advisory Group. With nearly 30 years of experience in financial services, Marc Montini has seen both the good and the bad in our economy. Many notice that retirement and tax planning is a passion for Marc. He’s committed to protecting retirement assets and generating long-term sustainable income that’s being taken in the most tax efficient manner possible. A core value Marc has always held is that tax and retirement planning go hand-in-hand. You can’t do one without the other. If you’re going to maximize your retirement, you need to reduce or eliminate your tax burden.
As a licensed series 65 licensed fiduciary, Marc Montini has a legal obligation that any recommendation being made is in the best interest of the client. Marc earned his B.S. degree in 1996 from Arizona State University and is a former collegiate athlete.