Estate

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
 

Meet the Investment Services Team

VIEW PROFILETodd JonesSr. LPL Financial ConsultantVIEW PROFILECindy WidenerLPL Registered AssistantVIEW PROFILECindy WidenerLPL Registered Assistant
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. 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.

Securities and advisory services offered by LPL Financial, a registered investment advisor, member FINRA / SIPC . Insurance products offered through LPL Financial or its licensed affiliates.

Mountain Commerce Bank and MCB Investment Services are not registered broker/dealers and are not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Tennessee, Mississippi, Pennsylvania, South Carolina and Virginia.

Not FDIC Insured

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not a Bank Deposit

Not Insured by any Federal Government Agency