Estate
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate.
It can even designate someone to manage your financial affairs should you be unable to do so.
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Have you ever needed Financial Guidance, but instead got a sales pitch for specific products or service without the Advisor even understanding your specific situation or what you wanted accomplished?
My passion for helping clients get better financial outcomes came from years of being a single parent balancing work and children. I experienced firsthand the lack of personalized financial guidance in running my household and consequently, made costly mistakes.
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