Putting Your House In Order

Creating a personal financial plan might seem overwhelming, especially when Wall Street companies want to start the discussion by talking about sector rotations, standard deviations, and Monte Carlo simulations.

A better place to start is at the beginning – by acknowledging you have something valuable to share with this world; now, and after you pass away. 

Start by creating your will.

According to Caring.com, 67% of adults do not have a will. This means that a significant majority of American adults have not made formal plans for the distribution of their assets after death, leaving loved ones vulnerable to potentially complex and contentious legal proceedings. 

Here are four reasons why you should establish a will:

1. Control over the distribution of your assets. 
2. Potential estate tax savings through thoughtful planning.
3. Minimize family disputes.
4. Protect guardians for minor children.

Creating a will is an essential component of a sound financial plan. 

Get that thing done. 

Organize Your Life

As financial advisors, we make it our mission to ensure your financial plan not only covers the financial and investment side of things but also addresses the factors impacting your family and legacy. If you have $1 million or more of investible assets and are in or close to retirement, let's connect and strategize your financial plan.