Helping You Keep Peace Of Mind

Legacy Planning

What is Legacy Planning?

Preparing how to transfer your wealth to your loved ones upon your passing.

A successful plan includes maximizing the assets left to your family, while also minimizing your tax burden.

How We Do It:

Where do you want your assets to go?

Let’s work together to help you achieve financial success.

Long Island Office

Home Office

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Advisors

Services

Check the background of your investment professional on FINRA's BrokerCheck.

Investment advisory services offered through Verity Asset Management [Registered Investment Adviser]. Securities offered through Verity Investments, Inc. [member FINRA/SIPC].

Menna Financial is not affiliated with Verity Asset Management and Verity Investments, Inc.

www.verityinvest.com

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