Legacy & Estate Planning

How many times have you discussed your will, life insurance, location or completion of important documents in the event of an emergency, or whether you have a living power of attorney with your family or caregivers? If you are like most, probably never.  Our team of advisors, in partnership with legal counsel, can help you develop a plan and process to ensure that you and your loved ones are covered and not further stressed during difficult times.  We are here for you and are happy to schedule a private call or in-person meeting at our office or your home to discuss your needs.

  • Investment Strategy*
  • Financial Planning*
  • Retirement
  • Education
  • Family / Estate