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Wealth Transfer

Help increase what you leave behind.

It’s possible to create more wealth to pass along to your heirs while making it income tax-free. If you are in a position to transfer your wealth to beneficiaries, Dean Eisenbraun of Lion Financial can help you maximize its value through a program called Legacy Optimizer.

  • Minimize your heirs’ tax obligations upon inheritance
  • Instantly increase the value of your estate
  • You get guaranteed return, at any time, of 100% of the funds you have deposited

Contact Dean to learn more and see if Legacy Optimizer is right for you.

Call: 503.505.6907
Email: [email protected]

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