At HBK Sorce Financial, we are highly qualified to help you navigate the complex yet beneficial process of planned and deferred charitable giving. Our affiliated CPAs and tax professionals can assist individuals in implementing specific estate planning options which will enhance their overall financial plan including: charitable remainder trusts, charitable lead trusts, deferred gifts of real estate, charitable bequests and life insurance charitable planning. When it comes to our services for non-profit and charitable organizations, our HBK Sorce Financial advisors specialize in helping to enhance their fundraising efforts from coordinating the education of key trustees and prospective donors to designing and managing actual planned or deferred giving programs.

• Advanced Insurance Protection
• Retirement Plans
• Charitable Giving Consultation

Insurance products offered through HBK Sorce Insurance LLC
Investment Advisory Services offered through HBK Sorce Advisory LLC
Securities offered through Securities America, Inc., Member FINRA/SIPC
HBK Sorce Financial LLC and its subsidiaries are not affiliated with Securities America, Inc.
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