Mark Braun
A Written Financial & Estate Plan is important because it provides a clear perspective on how your financial resources will play out in the future.
I personally prepare and present all of our clients' Financial & Estate Plans.
These Plans are updated on a regular basis.
Our Financial & Estate Planning service is provided free of charge to our clients.
"My strong suggestion is that a Financial & Estate Plan be prepared at the onset of a client relationship with ongoing regular updates. This is not only beneficial for the client, it helps me further understand their overall financial situation. This results in much sounder advice."
