Financial planning decisions aren’t simple.
Are you or your spouse a verteran?
You may qualify for little known and little used benefits of up to $22,113 yearly tax-free. These benefits are reserved for veterans and widows of veterans.
Want to learn more? Call George Egan at (510) 412-1040. There is no cost associated with this service.
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Any path you take brings costs and benefits. Options and risks. There’s retirement planning, home buying, managing debt. There are taxes and trusts. The list goes on.
That’s why it’s smart to get advice from an expert. Someone with the knowledge, experience and integrity to help you set realistic goals — and meet them.
George Egan, principal at Cornerstone Capital Systems, with securities offered through Foothill Securities, Inc., is that someone: a Certified Financial Planner™® who brings decades of experience to your particular situation, a member of the National Ethics Bureau.
But credentials aren’t enough. Knowledge must be matched by good judgment. And a focus on educating you to use your own judgment to chart a path you’re comfortable with.
Financial planning may not be simple. But choosing the right person to help you make those decisions just got a little easier, didn’t it?
