Estate Planning

Estate Plans are drafted by attorneys, but do they understand you financial picture? We work as the liaison making sure your estate needs are comprehensive and complete, with your entire estate planning team on the same page.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

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Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

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Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

bjordan@financialguide.com | 404-800-5567