We will be closed on Thursday and Friday, November 22 and 23, for the Thanksgiving Holiday.

« Return to News

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]


Third Party Site Disclaimer

By clicking this link, you are leaving Trailhead Credit Union’s web site and entering a web site hosted by another party. We do not operate this site, nor are we responsible for its content. Please review the privacy and security policies of the site you are entering, as they may differ from Trailhead’s.

Cancel Accept