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  2. Creating a Lasting Legacy for Loved Ones

Creating a Lasting Legacy for Loved Ones

With hard work and careful planning during your income-earning years, you may have built a healthy nest egg, sufficient to ensure a comfortable, independent retirement. You may actually be in the enviable position of being able to leave something to those you love the most: your spouse, children, grandchildren, and perhaps your favorite charities. Now's the time to seize the moment and put together a plan that creates a legacy for those you love.

Individuals & Families

  •  Accumulating Retirement Assets
  • Charitable Giving
  • Creating a Lasting Legacy for Loved Ones
  • Your Children's Education
  • Safeguarding Your Home Mortgage

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St. Albans, VT 05478

51 Main St. North
Wells River, VT 05081

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Nathan Muehl is a Registered Representatives of and offers securities products & services collectively through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of VT, NH, NY, MA, ME, NJ, VA, FL, CO, MI, & TX. No offers may be made or accepted from any resident outside the specific states referenced. Nathan Muehl and Carl Jenkins are agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of VT, NH, NY, ME, CT, MA, NJ, MD, PA, VA, NC, FL, MT, & AZ. No insurance business may be conducted outside the specific states referenced. Northern Mountain Associates is not owned or operated by NYLIFE Securities LLC or its affiliates.  ^New York Life, its affiliates nor Northern Mountain Associates or its employees provide tax, legal, or accounting advice.  Please consult your own tax, legal, or accounting professional regarding your individual situation.

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