Estate Planning

Do you have the 6 critical estate planning documents?

Our Partnership with Legacy Shield gives you acces to all this for 1/2 the cost you might pay elsewhere, and it's very convenient to set up.  Click Here, or call me.

One of our experienced professionals will make sure you've got everything you need and guide you through the simple online process.

  • MY LEGACY - 
    • Store all your information and determine who gets access now or at a future date.  Get the right information to the right people at the right time.
  • MY BASIC ESTATE - 
    • Create a Last Will & Testament, Medical & Financial Powers of Attorney, Advance Directive and HIPAA authorization.
  • MY FINANCIAL VIEW - 
    • Consolidate all your financial information in one view, see where you are spending your money, and create budgets and savings goals.
  • MY CALCULATORS - 
    • Make better financial decisions by using the calculators for retirement goals, tax liabilities and more.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck