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The Financial Conductor

Your Retirement Ticket® will also include a visit with The Financial Conductor.

The Financial Conductor addresses your estate planning objectives. Although we are not attorneys, we want you to have your estate planning documents in place if you are unable to handle your affairs.

We can assist your attorney in developing wills, trusts and other estate planning documents. This helps to set forth your desires in the event that you relinquish your responsibilities, suffer incapacitation, or die. It also helps ensure that your assets are distributed according to your wishes.

We want your assets to be distributed the way you prefer and to accomplish this process in the most efficient and tax-effective manner. We also want to provide protection to your heirs from their creditors.

The Financial Conductor may include:

  • Pre-Nuptial Agreements
  • Durable Power of Attorney Documents (Financial and Health)
  • Health Care Representative Documents
  • Living Wills
  • Last Will & Testaments
  • Guardianship Appointments for Your Children
  • Trust Documents
  • Business Continuation Agreements