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The content of this site is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Legacy Planning

We will help you plan ahead to avoid taking unnecessary risks and financial pitfalls in your retirement and estate plans.  We will work with you to methodically accumulate and preserve your wealth with tax favorable distribution.  

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  The he purpose of legacy planning is to assist in securing a process to pass along your hard-earned retirement savings to your loved ones. This helps to provide an extra level of protection from taxation. Provident Retirement Group can show you how to leave a greater legacy for future generations of your family while minimizing taxes. To help decide if your retirement accounts are set-up in the most tax advantageous way, and to warrant an income for life, please call us at 919-363-2121 to schedule a free, no obligation review.

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 Spencer L. Prince, President and Founder 

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(919) 363-2121