Who Are We?
We’re Financial Educators
Estate Planning & You is a group of independent financial professionals who are passionate about helping people in their community retain more of their hard-earned retirement savings in a process we call “Estate Planning & You”.
Estate Planning & You is a comprehensive planning process designed to help you avoid estate planning mistakes that could cost you thousands and help avoid the costly probate process. Learn how to plan so that your family can maintain control of assets, NOT the courts.