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Charitable Giving

Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and the reduction or elimination of estate taxes on the charitable contribution upon your death.

With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning.

We can refer you to a qualified professional to help you decide if this is a good option for you.

To schedule a time to discuss your financial future, contact us at or call us at 330.345.5207 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Your insurance professional and Registered Investment Advisor/Registered Representative is not permitted to offer, and no statement contained herein shall constitute, tax, legal or investment advice. You should consult with a legal or tax professional on any such matters.

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Phone: 330.345.5207
Toll Free: 866.681.4769
Fax: 330.345.1242

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5022 Canaan Center Rd.
Wooster, OH 44691
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The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.