What you value may be more important than what you own. To follow through on your commitments - to yourself, your family, and your ideals - you need to think ahead. A personalized estate plan is important in helping to protect your family and your legacy.
A well-constructed strategy can help address your specific estate planning needs including:
Minimizing income and estate taxes
Transferring wealth from one generation to the next
Developing charitable gifting strategies
Aligning existing portfolios and retirement accounts with your estate plan
Andrew Bondar is also separately registered as an investment adviser represantative "IAR" under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of CA and OR. As such, these services are strictly intended for individuals residing in CA and OR.
Andrew Bondar is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of CA Insurance License #0B81403, and OR. No insurance business may be conducted outside these states referenced.
Andrew Bondar is a Registered Representatives of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 4366 Auburn Blvd. Sacramento, CA 95841 (916)483-0300. In this regard, this communication is strictly intended for individuals residing in the states of CA and OR. No offers may be made or accepted from any resident outside the specific states referenced.
Bondar and Associates is not owned or operated by NYLIFE Securities LLC or its affiliates.
Eagle Strategies LLC and NYLIFE Securities are New York Life Companies.