YOUR PARTNERS IN
PROTECTION & PEACE OF MIND
The freedom to pursue your passions, chase your greatest goals, provide for your family, explore the world and live the life you’ve always wanted. At the same time, it can be fragile, which is why it’s so important to develop a plan to protect it from risks and transition it to those you love.
At Estate and Financial Consulting, that’s our mission. We connect with clients to understand their unique goals for everything that lies ahead. Oftentimes, that goes beyond their retirement, which is why we seek to be lifelong professional and personal partners. We’re here to guide you through the process of defending what’s important, and we provide ongoing service to help ensure your plan leaves no stone unturned and gives you confidence and peace of mind.
PARTNERS WHO PAIR
PASSION WITH PRECISION
Our firm was founded by two financial professionals who aren’t just dedicated business partners; they’re brothers. Each day when they walk into the office, they use the chemistry, communication and teamwork they’ve built over the course of decades to help each of our clients protect what’s most important: their families and their future.
They’re also proud to have built personal relationships with each of their clients, working hard every day to help develop comprehensive and complete plans without any missing pieces. Obviously with any plan, it’s crucial to account for every possibility, but your finances give you the freedom to provide for yourself and your loved ones. As such, they deserve a strategy that answers all your questions and gives you confidence. That’s what our team is here to help build.
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STRATEGIES
& SOLUTIONS
Throughout their careers, our team members have focused on bringing the latest, most innovative strategies to our clients. That means designing solutions that suit clients’ unique needs and match their individual goals. We’re also an independent agency, not a captive one, meaning we’re free to stand by your side and provide options from multiple companies rather than a single financial institution. That gives us the flexibility to offer multiple strategies to address your various life milestones.
ASSET
PRESERVATION
INSURANCE
SOLUTIONS
TAX
STRATEGIES
ESTATE & LEGACY
PLANNING
BUSINESS
INFORMATION
MEDICARE
ADVISEMENT
Furthermore, it’s our belief that the only reason you should have to change your roadmap is if your circumstances change or the world changes. You should never have to revisit because your first plan was inadequate or incomplete. Here are some of the services and solutions we use to help provide you with a comprehensive plan for your future and your family!
The answers you need should be easy to find, and you should get them the first time you ask. Let’s work together to design your custom plan.
AN EDUCATIONAL COMPANION
One of the best ways to find confidence in your financial future is by having access to the latest tips, tricks and information. At Estate and Financial Consulting, we put that responsibility squarely on our shoulders by publishing blog posts that help our clients enhance their financial literacy and know-how.
From breakdowns of strategies to insurance information to the emotional and financial power of an estate plan, you can learn more about protecting your future with our resource center. Read all of our blog posts and start today!
