We are dedicated to providing quality and personalized investment products and services to help investors succeed. We wish to establish a successful partnership with our customers, our independent financial representatives, and our staff members that respect and keep the interests of each party. Success will be measured by our customers choosing us because of their belief in our ability to meet or exceed their expectations of performance, service, and expertise.
Many people are hearing more about using a revocable living trust in place of a will. While it is true that a properly managed revocable living trust provides unique benefits, it does not completely replace a will. In determining whether this type of trust is right for you, it helps to understand the major purpose, benefits, and tradeoffs of this estate planning tool.