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Financial planning often includes insurance and estate planning. Getting a clear picture of the financial implications associated with your disability or death will help mitigate any unwanted heartache and stress by ensuring that your loved ones are taken care of no matter the circumstance.
Together, we’ll look at the types of insurance that work best for you, and we’ll determine what amounts might be needed, and we’ll help you find the right carriers to assure your needs are met.
We’ll also help you set up your estate. No matter its size or complexity, we’ll help you develop a plan to ensure that your assets are transferred as you intended. The advisors at River Birch will partner with you, your attorney, and CPA on your Estate Plan to make sure that assets are titled properly so your assets are transferred to your beneficiaries in the most efficient manner.
We know that your estate is about more than just your assets. With our help and guidance, you can leave the legacy you’ve always wanted.