Jeff Mohlman’s advice on wealth transfer
Jeff Mohlman has worked in the field of Financial Planning since 2002. Throughout this time, he has built up his knowledge in all financial areas and now specializes in wealth transfer, tax optimization, securities and risk management. Jeff got into the field of Financial planning as it complimented his insurance business and enabled him to offer his clients the full financial package. It was one May whilst watching his family being torn apart as they gave up their family farm and lost all of their capital, in order to pay for their 95-year-old Grandfather’s ongoing care, that Jeff vowed that he would work to stop this happening, to other families in the future, through his Questar corporation.
He became a John Maxwell Certified International Speaker and Coach in 2016. Jeff is also a member of the National Ethics Association, the North American Independent Life Insurance Brokers Association, (NAILBA) and the National Association of Insurance and Financial Advisors, (NAIFA) and the Miami Valley chapter his brokerage firm, Questar Capital Corporation.
As we are all only too painfully aware financial planning and estate planning are very complex financial areas. If we go to our bank they will encourage us to seek professional help, from those who have worked and studied in this field for many years, such as Jeff Mohlman. It is always emphasised that you must be around people that you trust and who have full knowledge of a financial situation, to ensure that you do not get left in the position that many are left in. There are all kinds of products, vehicles and investment plans that Questar Capital Corporation can recommend to you, to ensure that you will be given the best advice and your capital will be kept safe. He can work with you to recommend investment opportunities which will maximise your capital.
Questar Capital Corporation will work with you to fully understand your situation so that he can offer the best route, products and advice for your family’s individual situation. This is what can make the process so complicated, for those who do not have professional qualifications in this field, and lots of experience. The result of this is that the whole family will feel happier and settled. It isn’t always about your capital in itself but about the principle and that what is yours should not be taken away unfairly or unnecessarily.
As with all of the best plans, circumstances can change. You may also change your mind about an aspect of the financial planning that has been put in place, but this is not a problem, as Questar Capital Corporation will always be on hand to discuss any changes and to advise the best solution to deal with the change. Having an up to date will and other up to date financial documents will also aid this process. Some people believe that it is wise to revisit and assess your position on an annual basis and this is an option that can be facilitated by Questar Capital Corporation.