Tim Traub, LLC of Orleans, MA is a full service financial services and consulting firm serving Orleans and the rest of the Lower Cape. Tim Traub devotes his time and service to his clients wishing to leave a legacy by helping them create estate plans that meet their goals. Tim and his team will help to implement the planning techniques involving asset management, cash flow management, tax planning, to help create or maintain the estate, while providing ongoing estate planning advice to help you and your other professionals maintain your estate plan. We do not create estate plan documents we just help implement them.
Retirement Planning Services Include:
- Estate Plan review
- Estate Plan creation
- Estate Plan implementation
- Estate Plan updating
- Monitoring tax code changes affecting estates
The initial consultation for estate planning is free of charge and without obligation.
Contact Tim Traub, LLC today at 508-240-0848, or browse the website for more information about retirement planning.
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This communication is strictly intended for individuals residing in the states of
NY,NH,LA,MA,CT,FL,ID,ME,NJ,CA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
