It’s perfect for…..
Established professionals and growing families who seek to protect what matters most and ensure their financial security. You’ve worked hard for what you have. We’ll make sure you never have to rebuild your past so that you can focus on your future.
- A discussion of whether or not your existing estate planning documents will meet your goals.
- A discussion of asset titling and beneficiary designations.
- Review of the adequacy of your current insurance policies.
- Review of your current financial protection against death, incapacity, lawsuits and estate taxes.
- Analyzing your need for an emergency reserve fund.
- An overview of your social security benefits.