Who We Serve

Families in every season of life.

Estate & Wealth Planning serves a widely diverse set of clients, from the young professional couple just starting their life adventure, all the way to multi-generational families and business owners.

Every one of our clients is as unique as the plans we develop for them. However, there are common qualities that are consistent in the people we serve:

  • A desire to find a trustworthy and expert advisor who truly cares about the most important things – which aren’t things at all, but are the people you love.
  • A commitment to working collaboratively with us to assemble a complete assessment of your needs, concerns, and vision.
  • A maturity that understands that financial prosperity does not happen by accident. Rather it is the product of a lifestyle that embraces consistent planning and saving.

It is never to early or too late to start planning for your family’s financial growth and security.

Contact us today for a no-obligation assessment of your needs, and let’s get to work on building your best financial future.

Inheritance & Settlements

The loss of a loved one or dealing with a long-awaited settlement can be situations fraught with emotion. The fact is, you’ll need to have financial questions answered about sudden changes as well as what’s best long-term.

Working with all members of your financial and legal counseling team, Estate & Wealth Planning creates trust with everyone involved and provides advice built on extensive expertise and knowledge. When it comes to inheritance and settlement issues, you can trust Estate & Wealth Planning to create a plan that maximizes your finances.

Generational Advice

You want positive outcomes and a bright financial future for the people you leave behind – including ones in following generations. Estate & Wealth Planning helps you establish how your assets will be allocated.

You and your loved ones will have a clear idea of what will happen and will have confidence in the future. Generational financial planning is one of the most positive things you can do to ensure your loved ones’ financial well-being – for today and tomorrow.

Small Business Owners

No matter what stage your small business is in, running it can be hard. But planning your finances shouldn’t be. That’s why Estate & Wealth Planning gives you professional advice on small business finances to can help foster growth and make you feel at ease. Then you’re free to focus on the other important business at hand – yours.

Whether you’re close to retirement, just starting your business, or somewhere in between, you’ll benefit from the services and sound financial advice of Estate & Wealth Planning. We have answers for every aspect of your small business, specific to your situation, goals, and dreams. Your needs and opportunities are assessed, and the plans that Estate & Wealth Planning create are as unique and individual as you are.