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Estate Planning

Estate planning isn’t just about documents. It’s about making sure the people and causes you care about are taken care of the way you intended. We help you align your financial plan with your legacy goals to ensure your wishes are clear, your assets are protected, and nothing gets left to chance.

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Estate 1250

Estate Planning

Estate planning isn’t just about documents. It’s about making sure the people and causes you care about are taken care of the way you intended. We help you align your financial plan with your legacy goals to ensure your wishes are clear, your assets are protected, and nothing gets left to chance.

 

Get started now
Estate 500

The Planning Process

Clarify Your Wishes and Priorities

We begin by understanding what kind of legacy you want to leave and what gaps may exist in your current plan.

Coordinate Key Estate Planning Components

We review beneficiary designations, wills, trusts, powers of attorney, and other estate-related elements to ensure alignment with your financial life.

Connect and Collaborate

We work closely with your estate attorney or connect you with one we trust to make sure your strategy is implemented correctly and reviewed regularly.

What sets us apart

Estate planning can feel overwhelming, but you don’t have to figure it out alone. We help bring clarity and coordination to every part of your legacy strategy.

Our role is to make sure your financial and estate planning are in sync so your wishes are honored, your family is protected, and your wealth is transferred as efficiently and thoughtfully as possible.

Legacy isn’t just about what you leave. It’s about what you pass on with intention.

Let’s Make Your Legacy Clear

You’ve worked hard to build your wealth and your values. Let’s make sure both are passed on the right way. We’ll help you coordinate the financial and legal pieces that bring your estate plan to life.

Schedule an estate planning review

Planning Toolkit

Complimentary tools to help you take the next step toward a confident retirement.

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Replace My Paycheck

Turn your savings into a reliable stream of retirement income.
Know exactly how you’ll pay yourself, even after you stop working.

 
Get my income plan
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SmartShield Analyzer

Take a closer look at how much of your portfolio may be exposed to major market swings. This tool helps you evaluate downside risk and explore safer growth options.

 
Try SmartShield