Elite Wealth Partners is a fiduciary and we work to protect your assets while you are living and aid in their transition to your loved ones according to your plans instead of an inefficient plan that someone else dictates.
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.
Phase 1 – Create the necessary documents
Phase 2 – Analyze and review your assets for positioning according to your plans
Phase 3 – Prepare for final expenses
Phase 4 – Prepare for potential long term care needs
Next Steps…
Setup a NO FEE & NO OBLIGATION Financial Health Assessment, or discuss whatever your investment/income concerns are at the moment.
Sincerely,
Cory J. Dawkins
Senior Partner