Estate Planning Financial Advisor

Put your family first with a comprehensive estate plan

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Part of your financial planning journey

Your estate encompasses everything you own – from your home and personal possessions to your investments.

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Creating an estate plan you feel comfortable with is part of an integrative financial plan.

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It’s how we help make sure you can continue to put your family first, even after you’re gone.

We’re here to help

No two estates are the same, so there are no quick and easy answers to estate planning.

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But it doesn’t have to be complicated. 

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Your financial advisor will help you navigate what you need and open, work with, and manage the estate account that’s right for you.

Find the plan that fits you

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Get advice

Whether you need a little strategic planning or require Trusts and sophisticated legal documents, we’ll guide you through it.

Plan with your team

We work closely with your CPA and lawyer to ensure your assets and investments are entitled and set up to meet your estate planning goals.

Make it easier on your family

By proactively creating an estate plan, you ensure your wishes will be carried out to your specifications and help your family through a very difficult time.

With you every step of the way

We also offer assistance for other aspects of estate planning, including:

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  • Notarization services
  • Creating Trust accounts for beneficiaries
  • Gifting to reduce taxable estate, if desired
  • Deciding and establishing guardianship for children, special needs adults, or living dependents
  • Updating beneficiaries on IRA and retirement accounts as needed
Process

Financial guidance and support.

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1

Meet

with us

Book your free initial consultation with one of our financial advisors.

2

Tell us

what you value

Help us understand your goals and what’s important to you.

3

Get a

plan that feels good

We’ll create a plan that fits you now and in the future.

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Testimonial

Advice that changes with your circumstances.

I have worked with [Fingerlakes Wealth Management] for years, and always receive wise advice for my present and future circumstances, which change every year.

I always leave my appointments feeling empowered and calm. They are friendly and professional. I cannot recommend them enough.
Marrion Ferrer
Fingerlakes Wealth Management client

Feel good about
your financial future.

Your life. Your finances. We include you in every conversation, prioritize your values, and support your goals.

Tailored guidance to help you make smart financial choices

Comprehensive planning and holistic wealth management

Advice that integrates with your values at every stage of life

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