Financial Planning Assistance

Our firm’s core purpose has always focused on helping families protect their assets and reach their financial objectives over time. Bringing your estate plan and financial strategy together is essential for success.

We provide complimentary estate and financial plan evaluations. During these no-cost consultations we will:

• Talk through your family circumstances to confirm that your estate plan still matches your current wishes and situation
• Look over the beneficiary listings on your IRAs and retirement accounts to ensure you’re benefiting from recent legislative updates
• Check that your assets are correctly placed within your living trust
• Assess how new tax legislation might affect you and whether your planning documents require updates

We’ll also address any concerns you have about recent legal changes and your estate planning objectives. This gives you an excellent chance to align your financial goals with your estate planning structure.