Domestic Partners

  • What assets should we make joint?

  • Whose name should end up going on the house and mortgage?

  • Should we change beneficiaries on our retirement accounts?

  • Do the rules in my state affect my financial situation?

  • What happens if we split up?

  • Should we create a will?  A power of attorney?

  • What should we do about our company benefits?

  • What if I loan money to my partner?

  • What will happen to our social security down the road?

  • Is it smart to get a joint credit card?

  • What if one of us has a child? Does that affect our estate plan?

  • How should we best make family financial decisions?

Are you ready for your FREE No Obligation Consultation . . .

· Learn how to save money by using smart tax management strategies
· Figure out new ways to minimize your expenses
· Discuss how to balance having fun today and being fiscally responsible for the future
· See the power of becoming the CFO of your own family finances

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Contacts

Provident Wealth Advisors

25511 Budde Road

Suite 1002  The Caroline Building

The Woodlands, TX 77380


281.466.4843
281.466.4817

Info@providentwealthllc.com

Copyright 2018 Provident Wealth Advisors, LLC

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Provident Wealth Advisors, and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by Provident Wealth Advisors, a Registered Investment Advisor in the State of Texas. Insurance products and services are offered through Goodwin Financial Group . Provident Wealth Advisors, and Goodwin Financial Group are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted.