Learn why you may be able to retire earlier than you think.
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Is It Time To Review Your Beneficiary Designations?

So many times when we meet with clients we ask the question “Do you know how your beneficiaries are listed on that account?” Many times the answer we receive is “I don’t know, it has been so long since I opened that account that I just don’t remember.”

The truth is, time and life seem to get away from all of us, and before we know it, years have passed. During that passing time, many life changes can happen as well. Significant life changes such as marriages, births, children growing up, grandchildren being born, deaths of loved ones, divorce and any other number of events may have changed the way that you would like your assets to be passed on at your death.

Periodic reviews of your account beneficiaries with us as your advisers are important, as are periodic reviews of your estate planning documents to be sure that they are still consistent with your wishes. If you have questions on your beneficiary designations or would like to talk about what your options may be, please give us a call or talk with us during your regular review.

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 25 employees located outside Eau Claire, in Altoona, Wisconsin. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

© 2022 Bernicke Wealth Management, Ltd.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Learn why you may be able to retire earlier than you think.
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