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Strategic Alliances

There are many considerations when executing a full financial strategy.

At Ecospan Insurance Services, we understand the importance of addressing all aspects of your retirement journey. Therefore, we’ve created strategic alliances with specialists who are well-respected in the community, knowledgeable, and experienced in providing services in tax advice and estate planning.


Tax Advisor

To guide you through legal matters related to taxes and help you understand your options. They stay current on the latest tax issues and laws and will act as your resource and help to make sense of complicated tax codes. They will assist you in meeting the required state and federal tax obligations and filings while optimizing possible credits or deductions to lower those obligations.

Estate Planning Attorney

To protect the assets that you have worked hard to accumulate during your lifetime and ensure that they are distributed as you wish after you pass away. If you do not complete estate planning activities before you die, your family may face the probate process. This poses substantial costs and delays to parties looking simply to distribute the assets. Solid estate planning also ensures that you will be well cared for if you become ill or cannot make crucial decisions for yourself.

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Ecospan Insurance Services is a separate and unrelated company and is not affiliated with these service providers. These service providers are not intended to be used as the sole basis for financial decisions

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