Estate PlanningEnsuring Your Financial Security

Through individual assessment and careful planning, our clients enjoy the security and fulfillment of knowing they have taken steps in establishing their financial legacy. Estate planning can often be a sensitive subject, left untouched in many families who prefer avoiding the reality of mortality. While this is an easy short-term solution, the long-term costs of an unplanned estate can be extremely painful, both financially and emotionally. To overcome these difficulties, our clients rely on our expertise:

  • Over 20 years of dedicated estate planning experience
  • Coordinate and lead a network of tax and law professionals from top firms in their respective fields
  • Portfolio management and estate execution services
  • Working to ensure your financial security is our top priority at MFA Wealth