Dollars & Sense: Naming beneficiaries

Dollars & Sense: Naming beneficiaries

Certified Financial Planner and Partner at Bridgewealth Advisory Group, Derek Elrod, visited Great Day to talk about the importance of naming a beneficiary.

This topic is a follow up to Derek's last topic: Trust vs. Will

Reasons why it's important to designate beneficiaries:

  • Avoid Probate
  • Saves Time
  • Avoids Confusion
  • Stretch Option

Bridgewealth Advisory Group, LLC is located at 986 W. Alluvial Avenue, Suite 101 in Fresno.

Click here to visit Bridgewealth Advisory Group online or call (559) 432-6100.

Derek Elrod is a partner at Bridgewealth Advisory Group, LLC and President of the Financial Planning Association of Central California. He received his undergraduate degree at Santa Clara University with a Bachelor of Science in Commerce with a focus on Finance, his Masters in Business and Administration from California State University Fresno, and will have completed a Masters in Financial Planning & Taxation from Golden Gate University in April 2018. Derek is a Certified Financial Planner and also possesses a Series 7 securities license, a Series 66 license, and has a California Life & Health Insurance license.

* Advisory Services offered through Bridgewealth Advisory Group, LLC, RB Capital Management, LLC and securities through APW Capital, Inc. Member FINRA/SIPC

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