Guadalupe Investment & Insurance Services

Stephen Foley

Investment Advisor Representative Chartered Federal Employee Benefit Consultant

830-370-1185

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Living Trust

Unlike a Will, a Living Trust has many living benefits in addition to avoiding Probate: A Living Will, Nomination of Conservator, Durable Power of Attorney for Assets and Healthcare, Guardian for Minor Children, and more.

Heritage Living Trust has been guiding people through the process of passing assets from generation to generation for 20 years. The Heritage website contains many valuable information resources that will protect your family and save you thousands of dollars.

If you answer "Yes" to any of the statements below, you just might need a Living Trust:

  • I want to avoid the Probate process
  • I own real estate or I have a mortgage
  • I own real estate in multiple states
  • I have minor children
  • I have a Special Needs Child
  • I have children from a previous marriage
  • I own assets from a previous marriage
  • I don't want to leave difficult decisions to my loved ones
  • I value my privacy
  • I want to leave a loving legacy

Not All Living Trusts Are Created Equally. Here's why I recommend Heritage Living Trust:

  • Preparing Living Trusts Nationally Since 1990
  • Comprehensive Living Trusts
  • Free Lifetime Changes
  • Free Lifetime Support
I offer Heritage Living Trusts in all 50 states, except Louisiana.  Call or email me today!  For additional information, please visit Heritage Living Trust.

Contact Information

Stephen Foley
Investment Advisor Representative Chartered Federal Employee Benefit Consultant

Company: Guadalupe Investment & Insurance Services, HBW Advisory Services LLC, HBW Insurance & Financial Services, Inc.

Phone: 830-370-1185

Email: stephen.foley@hbwadvisory.com

Street Address:
104 Timber Lane
Kerrville, TX 78028

License State: TX, CA

License Number: TX#-1951404 CA#-0A76213

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Please note the application of surrender charges could result in a loss of principal, the minimum guaranteed return may be 0% and investment return based on market increases may be capped. The guaranteed account value of an equity-index annuity only applies if the annuity is held until the end of the contract term and that loss of principal is possible if the annuity is surrendered before the end of the contract term. Equity index annuities are not FDIC-insured, unlike index-linked CDs. Guarantees are subject to the claims paying ability of the issuer. A fixed annuity is only as good as the financial strength of the company issuing the policy.

Investment advisory services offered through HBW Advisory Services LLC. Stephen Foley is an Investment Advisor Representative, dba, Guadalupe Investment & Insurance Services, HBW Advisory Services LLC, HBW Insurance & Financial Services, Inc.. Guadalupe Investment & Insurance Services, HBW Advisory Services LLC, HBW Insurance & Financial Services, Inc., HBW Insurance & Financial Services, Inc., dba, HBW Partners, and HBW Advisory Services LLC are separate entities which do not offer legal or tax advice. HBW entities are located at 3355 Cochran St., Suite 100, Simi Valley, CA 93063, (800) 473-3856.

All products are not represented by HBW. All HBW agents do not sell all products offered through the HBW Insurance & Financial Services, Inc., dba HBW Partners network of products and/or providers. Although Stephen Foley, dba Guadalupe Investment & Insurance Services, HBW Advisory Services LLC, HBW Insurance & Financial Services, Inc., is a part of the HBW Insurance & Financial Services, Inc. marketing system, Stephen Foley is separate and independent.

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