We can help protect your legacy and your family's future with estate and financial planning.
We work with you and your attorney to help you set up a comprehensive legal plan, including wills, living trusts, durable power of attorney, advance medical directives, etc. A good plan can help you avoid probate court, prevent court conservatorship, and minimize estate taxes. It can also relieve your family of burdens, reduce family conflicts, and prevent your heirs' assets from being mismanaged. It can guarantee that your assets go to your descendants or to charities, and even ensure that blended families are benefited equitably.
An investment officer works with you continuously to help you invest in a safe, diversified portfolio of Exchange Traded Funds (ETFs), mutual funds, and/or individual securities. Our CFAs are salaried and do not work on commission.
Appoint us in your trust as a future trustee or co–trustee with family members to help manage your trust and handle your finances in the future, either at your death or when you are no longer able to do so yourself.
Name us in your will as your future executor or personal representative to help settle your estate when the time comes. Take the burden off of family members and turn it over to our team of audited professionals.
If a court needs to appoint a conservator to manage assets for a legally incapacitated person, we are licensed and qualified to act in that capacity. We make sure your incapacitated family members are protected.
We can manage your incapacitated family members' assets in a Special Needs Trust to help them qualify for public assistance without having to give up the kind of lifestyle you want them to have.
Sign up for "Knowledge to Plan" webinars. It's your chance to ask questions and get expert advice from financial pros about issues that impact your financial well-being and security. Learn More