Broker Check

Individuals and Families

FOUNDATION

Miriam Favor has been in the financial services industry for 17 years. Let us use our expertise and experience to guide you along a bottoms up approach to financial security. There are three steps to our planning. First, we create a FOUNDATION. Your foundation should entail a defensive strategy involving wills and insurance.  

ACCUMULATION

The second step to financial security is WEALTH ACCUMULATION. We create a retirement plan that encompasses investments, inheritance, social security and other forms of income.

ESTATE PLANNING

The last detail of your financial plan should direct where you want your assets to go upon your death.We have created countless estate plans for clients that do just this.



CRN 201908-215648