Frequently Asked Questions
Do I really need a living trust if I have a will?
Yes, a living trust helps avoid probate, keeps your affairs private, and ensures quicker distribution of your assets.
How much does it cost to attend a seminar?
All seminars are 100% free of charge.
I already have a trust. Can you still help?
Absolutely. We offer complimentary trust reviews to help you identify any outdated language or missing elements.
What makes you different from other planners?
Our focus is on financial education first and foremost. We believe having the right information empowers our customers to make better financial decisions. Our transparent, straightforward approach ensure everything is focused on your needs