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, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Securities and Advisory Services offered through GWN Securities Inc., a Registered Investment Advisor. Member FINRA/SIPIC.

11440 N. Jog Rd., Palm Beach Gardens, FL 33418 • (561) 472-2700

Infinity Financial Solutions Group and GWN Securities, Inc. are non-affiliated companies.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.