Carol L. Hager ChFC®, CLU®, CDFA™, CFEd®

CONNECT

Address:

10900 Hefner Point Drive, Suite 404
Oklahoma City, OK 73020

Phone:

(405) 286 1500 ext. 6324

Fax/Other:

(405) 748 9002

Charitable Gifting | Charitable Remainder Trust | Legacy Planning

 


Why should you consider gifting?



  • Taking care of one another is the cornerstone of our legacy as a great nation
  • Taking advantage of the gifting strategies to support non-profits is a win for the person receiving help, and you - knowing you are helping
  • Tax savings strategies
  • Income generating strategies
  • Gifting can allow you to leave your legacy 
  • You can involve your family in the gifting process and teach them your values 


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck