Estate Planning Services

 

Connect With A Estate Planner Near You

We did the hard work of finding trustworthy partners.
Now you can explore what service is best for you.

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We Only Work With Top Estate Planning Firms


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Estate Planning


  • Financial Advisor Close to Estate Planning

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a Financial Advisor in Estate Planning Help You?

Financial advisors help you take control of your finances.

If you have a financial goal, be it retirement, college, home ownership, or just making better investments, a financial advisor can help to achieve your goal.

Financial advisors will work with you to craft a personalized financial plan that is suited to your needs, goals, investment strategy, and so on.

While planning is the primary service financial advisors provide, many also will make investments on behalf of their clients.

This includes trading securities, managing a 401(k) or IRA, or even working in other investments such as real estate or art.

 

The Value of Estate Planning


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

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When Do You Want To Retire?


How far away is your dream life?

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FAQs About Estate Planning

Financial advisors usually charge fee-only packages based on a small percentage of a client’s total assets under the advisor’s management.
Financial advisors help clients improve their financial health and make progress towards their savings goals.
It depends on how much you have in savings and how much you can put towards savings every month.
Research not just what other clients say about advisors in your area but also what their qualifications are.