Estate & Inheritance Planning Strategies
The LPL Financial Advisors can help you and your family with the delicate process of estate planning and inheritance planning. From general discussion to account creation and more, we’re here to help you keep your family secure and build your legacy.
Our Commitment To You
As personal fiduciary financial advisors, we have one goal - the benefit of our clients. We are committed to providing you with financial services and investment advice that is in the best interest of you, the client. Helping you prioritize your financial dreams is the pursuit of our experienced wealth management team.
We like to begin each client relationship with a personal review with a financial advisor. This is designed to identify your long-term goals, as well as strategies and financial advice for working toward those goals. Following your personal review, one of our private investment management professionals can craft a personalized investment portfolio and asset management plan tailored just for you.
We believe it is important you know the benefits of, and fees for, working with one of our private wealth management experts. Wealth Management Services operates with full transparency in regard to fees and costs for all of our financial and investment services. From estate planning to portfolio management, and everything in between, our costs are easy to find and simple to understand. We offer a transparent fee structure based on the overall relationship and the services you are receiving.
Taking your first steps toward planning for a brighter future may begin with us, but there can be more to do to ensure your success. The personal financial planning experts have a number of strategies that can help you set yourself up for a prosperous tomorrow.
We are always available to work closely with your other professionals and advisors outside of our wealth management firm. An important part of financial planning is working with a trusted CPA, who can be a beneficial tax advisor regarding financial portfolio management. A trusted attorney can work in tandem with your estate planning and insurance advisors to ensure that your estate is well-managed for your beneficiaries. These experts will provide you with the extra knowledge and services to help you aim to reach your personal financial goals.
We are committed to providing the wealth management strategies that are in your best interest and that often involves working with your other trusted advisors.
Meet Our Financial Advisors
Tracy Dostal, CFP®, Jason Soland, CFP® and Chad Mills, CFP® hold the CERTIFIED FINANCIAL PLANNER™ professional certification that ensures adherence to the strict standards of the CFP® Board as well as personal commitment to providing competent and ethical financial advice.