 What about your legacy? Has your broker or advisor asked you about what you wanted to happen to your money once you're gone? Our services incorporate estate planning for your beneficiaries to ensure that your money is passed on to your beneficiaries as you wish with minimal delay. Has your broker or advisor asked you how you feel about your money or what you want your money to do for you? Unfortunately, much of the financial advice you will get revolves around specific product features and hypothetical projections without even addressing the intended purpose of your money.