Broker Check

Estate Planning

Behavioral Coaching

Effective estate management enables you to manage your financial affairs now during your lifetime and control the distribution of your wealth that you have worked so hard to accumulate after your death.

By working directly with your estate attorney or referring you to one of our strategic partners, we will develop a plan that may help you bypass probate, minimize estate taxes, and assist with transferring wealth to your loved ones or your favorite charities.

Once your estate is in place, we will regularly review your estate plan to ensure your documents are updated and working in conjunction with the other aspects of your comprehensive financial plan.