Estate Planning Services

All factors of Estate Planning are essential to provide for your family, including establishing trust funds.

  • Legacy Planning
  • Beneficiary Designation Analysis
  • Trust Funds

Trust Fund Planning

Trust funds can ensure your family maintains the lifestyle you built, if anything should happen to you. This source of funds is a part of Estate Planning, preserving your family’s financial future. I provide trust fund and Estate Planning Services giving my clients confidence about their family’s finances in an unfortunate event.

Estate Planning with Sapphire Investment Services

My previous financial experience, combined with my forward-thinking fiscal strategy, provides added confidence so my clients won’t need to stress about their family’s future. Each plan is based around your financial needs, allowing you to provide for your family when you are gone.

Disclosure: LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Sapphire Investment Services, LLC and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.