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    Financial Planning For Today and Tomorrow

  • Create Retirement Income Strategies

  • Create Tax Efficient Strategies

Legacy Planning

Begin planning your legacy by putting your wishes in writing and making sure legal instruments are properly drafted. Sharing your plans with loved ones ensures they are followed after your death.

A comprehensive legacy plan includes:

  • Last wishes for a funeral or a memorial service and how you want personal property (jewelry, collectibles, furnishings, etc.) disbursed
  • Setting up a trust, will, pour over will or combination which includes healthcare directives
  • Locations of documents and a list of key contacts
  • Financial instruments used to fund the estate plan and pay for final expenses
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