Experienced strategists you can count on.  If you look at the image, you'll see chess pieces: King and Queen .  Advanced estate planning is like a chess match with the IRS.  The chess pieces represent your assets.  The IRS - your opponent - is trying to capture as many assets as possible through various taxes.  Unless a strategy is carefully developed, taxes can have a dramatic impact on your estate.

 Fortunately, in chess there are many winning moves with a good strategy.  Almost all chess pieces move linearly, in straight lines, except the knight, which moves in an L pattern and can jump over other pieces.  The skilled player uses the knight to protect the other pieces.  Likewise, in advanced estate planning there are many winning moves, but this needs to be thought through very carefully.  Nivens Wealth Strategies serves as your professional strategist, along with your advisors, to help you win your chess match.

Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. Thank you for your interest.

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As a Financial Adviser with Eagle Strategies LLC, a Registered
Investment Adviser, I can provide you with a plan to help you
achieve your financial goals.

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C. Ernie Nivens is an agent 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 North Carolina, South Carolina, Georgia, Kentucky, Virginia, New York, Ohio, Tennessee and Texas. No insurance business may be conducted outside these states referenced.

C. Ernie Nivens is a Registered Representative of and offers securities products & services 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 North Carolina, South Carolina, Georgia, Kentucky, Virginia, Ohio, Tennessee, and New York. No offers may be made or accepted from any resident outside the specific states referenced.


*C. Ernie Nivens is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of North Carolina. As such, these services are strictly intended for individuals
residing in the specific states referenced.


Nivens Wealth Strategies is not owned or operated by Eagle Strategies LLC, a Registered Investment Adviser, or its affiliates.
 

Neither the Nivens Wealth Strategies, its employees nor NYLIFE Securities LLC provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

Cecil E. Nivens is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.