Estate Planning

What will your legacy be?

Here's what you need to know about Estate Planning

Estate Planning is the art of managing your finances to plan for your future. Leaving a legacy behind for those we care about is something we all want. That's why we are here to make things simple and develop an effective strategy for you to build that legacy. There is a lot to consider when you think about this, but don't worry, that's what we're here for. So let's show you what we mean.

First, let's talk about what you have done in the past to build your future. Food for thought; how much of your income have you been saving, and where have you invested some of your income over the years?

It's important to analyze what you have or haven't done to prepare for your future. That's why we start our financial strategy with you through understanding your financial history. By analyzing this, we can determine where you need to focus your estate planning.

OK, now that that's out of the way, let's develop that plan of action. Understanding your history gives us the tools we need to set you up for success. Tackling all the possibilities is tedious for most, but we do it every day! So kick back while we simplify your options and show you the best route to take.

Now you will have a step-by-step guide to invest your finances the right way. You've got the experts on your side to teach you everything you need to know. Placing your investments into the right channels to prepare for your future couldn't be easier.

Imagine, 5 years from now, you will be looking back at a healthy savings with everything prepared for retirement and your passing. Nothing will be unexpected when it comes to what your legacy will be for your loved ones.

Planning for your future and acting on a straight forward strategy means your future self won't be able to stop thanking you. You have the power to turn your future into a predictable outcome. The only thing stopping you would be a meteor.

Here's what you need to know about Estate Planning

Estate Planning is the art of managing your finances to plan for your future. Leaving a legacy behind for those we care about is something we all want. That's why we are here to make things simple and develop an effective strategy for you to build that legacy. There is a lot to consider when you think about this, but don't worry, that's what we're here for. So let's show you what we mean.

First, let's talk about what you have done in the past to build your future. Food for thought; how much of your income have you been saving, and where have you invested some of your income over the years?

It's important to analyze what you have or haven't done to prepare for your future. That's why we start our financial strategy with you through understanding your financial history. By analyzing this, we can determine where you need to focus your estate planning.

OK, now that that's out of the way, let's develop that plan of action. Understanding your history gives us the tools we need to set you up for success. Tackling all the possibilities is tedious for most, but we do it every day! So kick back while we simplify your options and show you the best route to take.

Now you will have a step-by-step guide to invest your finances the right way. You've got the experts on your side to teach you everything you need to know. Placing your investments into the right channels to prepare for your future couldn't be easier.

Imagine, 5 years from now, you will be looking back at a healthy savings with everything prepared for retirement and your passing. Nothing will be unexpected when it comes to what your legacy will be for your loved ones.

Planning for your future and acting on a straight forward strategy means your future self won't be able to stop thanking you. You have the power to turn your future into a predictable outcome. The only thing stopping you would be a meteor.

Let's get you set up with a financial strategy

What exactly is Estate Planning?

Estate planning is like hiding eggs for Easter. In this case however, easter is years down the road. Think about how you go out and invest in eggs, then hide them away for when that special day comes reap the rewards. To be fair, most people don't hide their own eggs, and this is a childrens activity for Easter. However, in this case, you need to hide your own eggs but your kids will still thank you.

Investing for the future involves allocating your funds into the right assets such as property, tax shelters, retirement funds, or what have you. This not only cushions your retirement plans, but it leaves your family with a legacy to hold onto and help them thrive as well.

How does Estate Planning work?

We are here to make this easy. Most people cringe at having to do finances, thinking it's a chore. Even if you don't see it this way, it's valuable to have seasoned veterans guide you into the most effective plan of action.

Our goal is to get to know you and plan the best possible strategy which is tailored to your unique needs. With strategies that have been tested and proven, we will provide you with options that fit your needs, goals, and budget.

Start today by contacting us so we can get to know you and build a foundation for your future.

Frequently asked questions about

Estate Planning

Depends if you are curious about how much you will be investing or how much you will be paying someone to manage your estate planning. Either way, this is determined on what your budget is and what your financial goals are. If you are curious about exact numbers, contact us today for personalized pricing.

We align your goals, income, and budgets to formulate investments to plan for your future. This revolves around retirement, your passing, and the beneficiaries of your investments. With Swell Private Wealth, we first focus on understanding your financial standings and your goals, then show you exactly what a professional would do in your position.

Technically, all you NEED is food, water, and shelter. Estate planning however, is something that is extremely beneficial for not only you, but your loved ones as well! This is a crucial factor in your progression through life.

Let's get you set up with a financial strategy

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(403) 487-0490

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