Legacy Planning

Your security does not lie in your wealth. You earned it, will use it and then leave it to others in order that your impact is felt long after you are gone. We take time to help you discover how best to pass along the security, freedom and opportunity your wealth can bring to others. Taking the long view is our strength. We will help you as you look to the future and determine how you want your wealth to impact your family, your community, and society as a whole.

At The Money Advisor Group, we provide comprehensive services to ensure that you leave a mark as unique as your signature. We work with you personally, one on one, to craft an estate plan that clearly spells out your wishes, protects your family, minimizes your taxes, and preserves your wealth for future generations.

  • Estate and legacy planning
  • Trust administration services
  • Family business consulting & succession planning
  • Special needs planning
  • Strategic planned giving