It is essential to stay on top of your financial health by regularly checking and updating your account information and other relevant financial documents, as changes to your health and lifestyle can have an impact on your financial situation.

This is especially pertinent when it comes to the beneficiaries you have chosen to inherit your assets.

Over time, beneficiary designations may become obsolete or contain basic mistakes, such as failing to include a new child or grandchild, not updating names marriage, or having incomplete information.  

 
 
 
 

This whitepaper identifies common pitfalls when establishing your estate plan and provides guidance to help make sure it is carried out as you intended.

Contact us for a comprehensive beneficiary review. 

 

Infinity Financial Solutions Group

517 US Route 1 South, Suite 4100, Iselin, NJ 08830 | (833) PLAN4U2

 
 

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Securities and Advisory Services offered through GWN Securities Inc., a Registered Investment Advisor. Member FINRA/SIPC. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Infinity Financial Solutions Group and GWN Securities, Inc. are separate companies.

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