As fiduciaries, we always act in your best interest, and that includes conducting a holistic review of your current estate and financial plans, financial assets, insurance, and real estate holdings, as well as long term care and any medical issues. With this knowledge in hand, we work with your team of professionals to design an estate and financial plan that is customized to your unique needs. From wills and trusts to issues surrounding inheritance, charities and tax implications, we always put your needs first.
Your dedicated advisor monitors and manages your plan and keeps you fully informed. You have transparency into all activities in your account through secure, direct access to your custodian accounts. Quarterly reports, client communications and regularly scheduled meetings with your advisor keep your plan on track and up to date.
We invite you to meet with one of our knowledgeable advisors for a no cost, no obligation Estate & Financial Plan Check-Up.