Estate & Financial Planning 2018-11-30T23:00:27+00:00

Failing to plan is the same as planning to fail. That’s why our estate and financial planning approach always begins with a series of discovery meetings that allow us to come to a full understanding of your financial situation and goals. You always come first.

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.

Click Here to Schedule Your FREE
ESTATE & FINANCIAL PLAN CHECK-UP

ESTATE & FINANCIAL PLANNING RESOURCES

ARTICLE:
Get Serious About Securing Your Data

READ MORE >

NEWS:
7 Ways to Prevent Financial Elder Abuse

READ MORE >

ARTICLE:
In Praise Of Foreign
Markets

READ MORE >

COMMUNITY:
Investor Solutions Proudly Supports Best Buddies

READ MORE >

LET’S BUILD A PLAN TOGETHER

DISCOVER THE ADVANTAGES
OF OUR COMPREHENSIVE

Retirement Income Snapshot
GET A CLEAR PICTURE

OUR BOOKS

“INVESTMENT STRATEGIES FOR THE 21st CENTURY”
by Frank Armstrong

GET A FREE COPY

“THE INFORMED INVESTOR”
by Frank Armstrong

READ MORE

“THE RETIREMENT CHALLENGE – SINK OR SWIM”
by Frank Armstrong

READ MORE

“SAVE YOUR RETIREMENT”
by Frank Armstrong

READ MORE

“INVESTMENT STRATEGIES FOR THE 21st CENTURY”
by Frank Armstrong

“THE INFORMED INVESTOR”

by Frank Armstrong

“THE RETIREMENT CHALLENGE – SINK OR SWIM”
by Frank Armstrong

“SAVE YOUR RETIREMENT”

by Frank Armstrong

GET A FREE COPY
READ MORE
READ MORE
READ MORE