Organizing Your Plan 

We often see that even those who put together all the pieces of their plan (investments, insurance, estate plan) still have these lingering questions:

  1. How do I consolidate all these documents?
  2. If I die, will my spouse know where to find everything?
  3. How do I connect my children with the professionals that are intimately acquainted with my affairs?

Our advisors recognize that at some point keeping track of everything becomes just as important as putting it in place. That is why our company uses our life and estate organizer to help consolidate all of your pertinent information for both you and your family. Our advisors will work with you to not only bring your entire financial picture together but know how to pass it on if the need arises.