Have you thought about your family's financial security if something happens to you?

An estate plan is your instructions for managing your finances and property when you pass away. It can also help protect your family from shouldering an unnecessary tax burden.

No matter what your financial circumstances are, you should have at least the most basic estate-planning document: a simple written will.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Estate Planning

Just as you look to a trusted advisor for financial advice, you need professional guidance when it comes to estate planning. Our advisors will:

  • Review your financial plan to ensure your loved ones will have lasting financial security.
  • Explain the differences between wills and trusts.

Although our Financial Advisors are experienced with estate planning, we don't create will and trust documents. But we can help you find a local estate planning attorney who can. Call us at (800) 462-8328, ext 4116, option 2 or email us at to make an appointment.


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