Do You Know Who Your Beneficiaries Are?

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Do You Know Who Your Beneficiaries Are?

Beneficiaries

Recently married? Divorced? Had a child? Events which change your personal life may also need to be reflected in areas of your financial life. Make sure your accounts such as your IRAs, 401Ks or your life insurance policies reflect the desired primary or contingent beneficiary or beneficiaries based on your current life circumstances. When you opened your IRA account, began participating in your company 401K, or applied for life insurance, you were asked to designate a beneficiary or beneficiaries who would inherit the asset or receive the benefit upon your death. Take a moment to consider if there have been changes in your life that would cause you to modify these designations. It is typically an easy process to update this important information. Let us know if we may assist with this in any way.

Indie Asset Partners
Indie Asset Partners
Indie Asset Partners offers investment advisory services for high net worth individuals, groups, and institutions. Our investment disciplines and strategies are our own, based on a set of criteria formulated over 20 years of managing clients' wealth. IAP's investment advisors have extensive experience in managing sizeable portfolios through good and bad times, bull and bear markets, and periods of high volatility. This experience has led us to create proprietary research and methodology focused on regularly balancing a mix of assets based upon market conditions. In the end, our goal is to achieve positive returns at risk levels comfortable for each of our clients.

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