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ESTATE PLAN REVIEW

3 Simple Steps

 

  1. Understand your goals

  2. Run a trial probate—show what happens to assets with your current plan

  3. Provide Recommendations 

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Identify problems and propose solutions!

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© 2025 The Voss Group

 

Securities, investment advisory, and financial planning services offered by qualified Registered Representatives through MML Investors Services, Inc., Member SIPC (www.sipc.org). The Voss Group is not subsidiaries or affiliates of MML Investors Services, LLC, or its affiliated companies. 400 Meridian Centre, Ste 101, Rochester, NY 14618. (585) 241-5200 CRN202509-2836198 

 

We have individuals licensed to sell securities and insurance products in AZ, CA, CT, DE, FL, GA, IA, MA, MD, NC, NJ, NY, OH, OK, PA, SC, VT, WA. Elwyn Voss CA Insurance License #: 0F63769. Domicile in NY. 

 

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