“Free Your Life” represents you being in a financial position where you can finally let go. Let go of your stress and worries about what will happen with your estate.
My goal is to help you get your estate in order so you can free yourself from any worry about the future.
What We Do
Then we consider all of the details and information about your estate. We generate a comprehensive and easy to understand format for you and your heirs. In this stage we begin to help set your estate in order as you desire. We are able to help resolve issues with accounts and determine the status of certain accounts / real estate / assets.
In this stage we create a strategic plan for your estate. After it is organized, we begin to identify issues that have not yet been addressed. Some are known, and some of which you were previously unaware. We come up with solutions: whether they are lending, legal plans, or investment options. We also do a full analysis with regards to family decision planning around unique circumstances.