Estate planning is for everyone, not just the 

very wealthy. Most people should examine:

  • Probate avoidance using Living Trusts & Pour Over Wills

  • Selection of a well-qualified Trust Administrator

  • Asset Protection for FL residents

    • Proper Titling /Ownership of Financial Accounts & Assets

    • Umbrella Insurance coordinated with Auto & Homeowners

    • Family Trusts, IRA "See-Thru" Trusts and Spendthrift Trusts 

    • Annuities & Life Insurance Cash Value

    • Homestead Protection 

  • Durable Powers of Attorney for healthcare (advance directive) and also for financial matters should you lose capacity to make decisions for yourself.

 

Listen to our "Estate Planning" discussion.

 

We are not attorneys, but we can get you get started thinking about the right issues and either work with your existing law firm or recommend attorneys who can refine and finalize your estate plans. Of course, the centerpiece of any estate plan is an investment management system specifically designed to help preserve your portfolio from large market losses in bear markets. The battle-tested funds available at Brookstone Capital Management, LLC were chosen to meet this tough criteria.

 

At the high end, if your figure to exceed the estate tax exemption at death, we can help you divorce your tax partner the IRS !  See why today's ultra-low interests can make certain trusts very favorable.

 

 

Click here to get a quick estimate:  

 

Contact Us

         FOR A FREE CONSULTATION

 

Ringgold & Associates

1415 Panther Ln #308

Naples, FL 34105

239-591-6797

 

​​

EMAIL

DRinggold@BrookstoneAdvisor.com 

Certified Financial Planner Naples & Ft. Myers 

 

 

© 2014 - 2016  Ringgold & Associates

 

1415 Panther Ln #308, Naples, FL 34105 | p: 239-591-6797 f: 239-591-6799 | dringgold@brookstoneadvisor.com

 

Richard Ringgold is an Investment Advisor Representative (IAR) with Brookstone Capital management, LLC, a Registered Investment Advisor (RIA) regulated by the Securities & Exchange Commission (SEC).  Ringgold & Associates is not associated with Brookstone Capital Management, LLC.  Past Performance of securities is not an indicator of Future Success.  Ringgold & Associates are not affiliated with or endorsed by the Social Security Administration or any government agency. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional

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Certified Financial Planner Naples & Ft. Myers

Tactical Investments, Fixed Indexed Annuities, Life Insurance & LTC, IRA & 401(k)

Retirement Income, Estate Planning & Taxes, Social Security & Medicare

Contact Us

       FOR A FREE CONSULTATION

  • Morningstar Portfolio Risk Analysis

  • Social Security Optimization

  • Lifetime Income Planning

  • DROP & FRS Rollovers

Ringgold & Associates

1415 Panther Ln 

Naples, FL 34109

 

239-281-9561 (M)

​​CLICK TO EMAIL

DRinggold@BrookstoneAdvisor.com