Forefront Law, P.A
How We Can Help
The best estate planning results from the efforts of a team of professionals including your attorney, accountant, estate planning advisor and you!
Forefront Law, P.A helps you as a coordinator of non-legal services with legal services provided by an attorney. We are trained to focus extensive resources on issues relating to wealth management, asset protection and wealth transfer.
Forefront Law, P.A is a unique network of professionals. We will work with you, your family and your other advisors such as an attorney and accountant, to provide accurate, up-to-date, creative techniques and strategies to assist you in the area of estate planning.
Forefront Law, P.A works with you to create a customized plan that works to fulfill your objectives at a reasonable cost for large or small estates. Forefront Law, P.A offers knowledge and personal service for a lifetime.
Forefront Law, P.A are Licensed Insurance Professionals.
We assist our clients with the coordination of their estates. We are here to help you when you need planning for retirement using vehicles such as Fixed Annuities, Fixed Indexed Annuities, Life Insurance, Linked Benefits, Long Term Care, Charitable Gifting Strategies, Income Stream Creation, etc. Forefront Law, P.A specializes in rollovers of 401K, 403b, IRA or any other pension plans to help ensure asset protection from market down turns. We provide safety and opportunity on the same dollar at the same time.
Forefront Law, P.A has Licensed Financial Advisers, providing wealth management resources and advice for security related investments. Investment Adviser Representatives are required to act in the best interest of the client. There is a difference between financial professionals who are held to the suitability standard and those held to the fiduciary standard. The suitability standard requires the insurance or investment product to be suitable for your financial objective. The fiduciary standard requires the financial professional to do what is in your best interest.
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