Estate Planning
We partner with Estate Docs Pro to assist clients in preparing estate documents including revocable trusts, pour over wills, medical/health power of attorney, and advanced healthcare directives(living wills).
We help our clients acquire these documents, position assets so the trust functions as designed, prepare for final expenses, and prepare for potential long term care scenarios so there are as few surprises as possible so your assets flow as efficiently as possible to the people you want them to instead of paying for unnecessary processes and professionals.
Debt Management
We have partnered with a debt reduction company to help you understand your cashflow and use specialized concepts to get out of debt quickly.
Our Services
As advisors with Elite Wealth Partners, LLC, we will focus on the following areas to help customize a solution to your needs:
- Estate Planning
- Debt Management
Next Steps…
Setup a NO FEE & NO OBLIGATION Financial Health Assessment, or discuss whatever your concerns are at the moment.
Sincerely,
Cory J. Dawkins
Senior Partner