Estate Planning
We have partnered 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 will).
We help our clients acquire these documents, position assets so the trust functions as designed, prepare for final expenses, and prepare for potential nursing home scenarios so there are as few surprises and expenses 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.
All plans are individually customized
During the planning process, we take our time to learn about your goals and dreams so can we work together to build a plan that focuses on achieving them.
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