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Financial Planning, Advice | Fiducia, LLC

Fiducia delivers fee-based advisory services providing innovative solutions and trusted advice.

http://www.fiducia-llc.com/

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CONTACTS AT FIDUCIA-LLC.COM

Dennis Melde

6151 Po●●●●●●●ry Road

At●●ta , Georgia, 30339

United States

(678)●●●●●-3042
de●●●●@melde.org

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Dennis Melde

6151 Po●●●●●●●ry Road

At●●ta , Georgia, 30339

United States

(678)●●●●●-3042
de●●●●@melde.org

View this contact

Dennis Melde

6151 Po●●●●●●●ry Road

At●●ta , Georgia, 30339

United States

(678)●●●●●-3042
de●●●●@melde.org

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Financial Planning, Advice | Fiducia, LLC | fiducia-llc.com Reviews
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Fiducia delivers fee-based advisory services providing innovative solutions and trusted advice.
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Financial Planning, Advice | Fiducia, LLC | fiducia-llc.com Reviews

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Fiducia delivers fee-based advisory services providing innovative solutions and trusted advice.

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Financial Planning, Advice | Fiducia, LLC

http://www.fiducia-llc.com/Home.html

Welcome to Fiducia, LLC. Business and Financial Assessment and Strategies. Tax Qualified Plan Design. Non-Tax Qualified Deferred Compensation Design. Survivor Planning and Assistance. Wealth and Estate Preservation. Captive Insurance Company Solutions. Fiducia, LLC, provides fee based services in two distinct areas. Business Owners, Successful Individuals and Their Families. Trustee/Fiduciaries and Grantors of Trusts. 6151 Powers Ferry Road, Suite #4oo, Atlanta, GA 30339.

2

Fiducia, LLC Services Business Owners, Individuals

http://www.fiducia-llc.com/BusinessesIndividuals.html

Business Owners and Individuals. Fiducia delivers fee-based advisory services providing innovative solutions and trusted advice. Our professionals supply cutting-edge strategies through a process integrated with our client’s tax, legal and other advisors. Our objectivity, creativity and experience promote financial peace of mind to our business owner and individual clients. Offered by Fiducia, LLC. Offered by an Independent Law Firm. Offered by Independent CPA. Qualified Retirement Plan Design.

3

Strategic Partners | Fiducia, LLC

http://www.fiducia-llc.com/StrategicPartners.html

One of most important actions after providing advice to our clients is the successful implementation of the guidance that was agreed upon. To complete the comprehensive nature of our services we have teamed with several strategic partners. 8211; We have relationships with law firms nationwide. If you do not currently have a trusted relationship with an attorney, we can recommend a firm to meet your specific needs. 6151 Powers Ferry Road, Suite #4oo, Atlanta, GA 30339.

4

Trustee, Fiduciaries, Grantors | Fiducia, LLC

http://www.fiducia-llc.com/TrusteeFiduciaries.html

Trustee, Fiduciaries and Grantors. To give an idea of the magnitude of the potential problems, it should be noted that life insurance death benefits stood at $21 trillion in 2009 as compared to $15 trillion for retirement plan assets. While much has been written on fiduciary duties for retirement plan assets which are technically in ERISA trusts, little has been written on fiduciary duties of life insurance trusts. Consult with CPA to assemble any necessary gift tax returns.

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