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Avraham "AY"  Rappaport, CLTC

President, Financial Professional

 

Yaniv "Jay" Natanov

President, Financial Planner

 

Eli Rappaport

Vice President, Financial Planner

 

Shlomo Rosenstein

Financial Professional

 

Ozzie Marizan

Financial Planner

 

Joseph Greer

Employee Benefits Administrator

 

Dylan Pinsky

Client Relations Manager

 

Premier Financial

6395 Dobbin Road, Suite 102

Columbia, MD 21045

 

Phone:  240-309-6001

 

Email: dylan.pinsky@prudential.com

Website: premierfinancial1.com

July/August 2023

How to Create a Value Statement

If you are interested in choosing among potential charitable endeavors, a value statement can guide you and your loved ones.


First, sit down with your family and determine what’s important to all of you. Buy-in is crucial, especially if you’re trying to pass on your values along with your wealth to future generations.


For example, you and your spouse may want to benefit arts organizations going forward, while your children want to aid social organizations. Write one sentence to start your value statement, such as "Our family will devote our financial resources and efforts toward aiding both the arts and organizations that help during disasters."


Then, you might follow up with specifics such as helping children in need or a local theater group. You may even decide that you will give a certain annual percentage of a portfolio’s gains to charity. Your words and your charitable choices are up to you and your family. Communicate and you’ll find the process will run more smoothly.

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Premier Financial is not affiliated with Prudential Financial. Premier Financial sells insurance products of Prudential Financial's affiliated insurance companies in addition to products of non-affiliated insurance companies. Premier Financial is authorized to sell and service certain insurance products of Prudential Financial companies as well as use this material. Premier Financial and its representatives do not give tax or legal advice. Please consult with your own advisors regarding your particular situation. Offering financial planning and investment advisory services and programs through Pruco Securities, LLC (Pruco), under the marketing name Prudential Financial Planning Services (PFPS), pursuant to a separate client agreement. Offering insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255. Dylan Pinsky is employed by Eli Rappaport and not The Prudential Insurance Company of America or its subsidiaries.
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