a specialized non-profit organization created to provide financial and wealth planning concierge services exclusively for residents of Shell Point.
Click Here to donate to your Donor Advised Fund today.
We work alongside your bankers, financial and tax advisors, attorneys and other professionals to provide seamless legacy planning services. We call this the Legacy Service.
The Legacy Service includes:
CFP, ChFC, AEP
I believe that individuals are designed with the innate desire to make a difference, leave their mark, and live a purposeful life that extends well beyond themselves.
During our lifetimes we accomplish this by investing our lives in other people; raising a family, volunteer work, a career or vocation, serving our country, and giving to worthy civic and charitable organizations.
As we approach the estate and legacy planning process, we bring together the culmination of our life experiences, values, faith, relationships, and resources into a unique master plan to leave our mark on family and society for generations to come. Our lasting legacy shares with the world how we intend to be remembered. It's a celebration of our life and our belief in a better and brighter tomorrow.
If it's time for you to review your current estate and wealth planning documents, or you'd like to learn more about making the most of your estate plan, contact me today at (239) 466-8484 to schedule an appointment.