Our multi-generational financial planning approach seeks to provide you with the clarity, confidence and guidance you need to plan for the responsible stewardship of your family’s wealth over generations.
We will also review or develop an estate plan that seeks to simplify the transfer of your estate to family members. We will work with your other professional advisors, including your CPA and attorney, to ensure that all necessary estate-planning documents are in place, and that a plan is effectively coordinated and implemented on your behalf.
Legal services are not offered by LPL Financial or affiliated advisors.