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— Contact us at (865) 465-9811 or jay@chalkmoney.com to reserve your time.

Discuss Estate (Wills/Trusts), Insurance, Long-Term Care, and Financial Planning

If you’re seeking sound financial and retirement planning, considering a will, trust, long-term care, annuity, or life insurance, this office hours day of complimentary consultations is for you.

GET ANSWERS TO YOUR QUESTIONS

• What's a Will? Trust? Powers of Attorney? Health Care Directive?

• How can my loved one avoid the costs, effort, and time delays of Probate Court?

• How can I create an income stream I can’t outlive?

• What are my long-term-care (LTC) options?

• How do I avoid leaving the IRS a tip by optimizing my taxes?

• Am I taking more risks than I need to?

• What is a Roth conversion?

  and more...