Estate Planning Awareness Month is right around the corner, so Team FEFA is helping people establish trusts, wills, and other estate planning directives at no cost.
You know it has been on your to-do list forever. Pick a time and let's get it done.
What you get, at no cost
Help establishing your trust, will, and other estate planning directives.
A detailed look at your current financial strategy and any changes you should consider making.
An explanation of other tax strategies that would put you in a better position financially.
Answer a few basic questions and choose your meeting time.
We'll email your invite with the link for your meeting.
Marie will text you to confirm that the invite and meeting link arrived.
We already give a complimentary analysis of the financial plan of every person who meets with us.
We already partner with a service that lets our clients receive their estate planning directives at no additional cost, and that cost is not based on how many directives we create.
So it really is no extra work, and no extra cost, for us to offer this to non-clients too.
We will make sure you understand every concept relevant to your situation, whether you are just starting out or have had a plan in place for 30+ years.
We are required to act in your best interest, and we take that seriously.
Your first meeting with us will not include any sales pitch to work with us.
If you like what we build for you, we ask that you hear us out about our approach to financial planning in a future meeting. If not, no worries. We will still wish you the best.