Estate Planning

We meet people every day who are facing some of the most important questions of their financial lives.  After a lifetime of saving and investing, the weight of making major decisions with "big" money" is on their shoulders, and they want to do it, right.  Business Owners face unique circumstances related to business succession and exit strategies.  Often this is the most significant and largest transaction of their lives and will affect almost every area of their life.

Many families we serve want to be prepared for anything that comes their way, while ensuring their values are preserved for many years to come. Yet a complex financial situation can leave you feeling unsure how to best approach the estate planning process.  Our team will help you design a powerfully effective strategy for preserving your legacy, with a clear plan you can understand.

*Legacy Coaching services are offered through Legacy Coaching LLC.