citadel law offices


"Citadel prides itself in being a law firm dedicated solely to estate planning, and has the knowledge, experience, and resources to provide clients with the entire spectrum of estate planning services, including comprehensive estate planning packages, advanced living trusts, estate and gift tax planning, trust administration, trust disputes and litigation, probate administration, charitable foundations, and more.

 

Proper estate planning should accomplish three goals:

  • (1) The client should be able to Protect, Manage, and Enjoy Their Assets during their lifetime, while minimizing exposure to unnecessary taxes and liability;
  • (2) The client should have a plan to Manage Their Health, and Financial Decisions should they find themselves in a situation where they are unable to do so; and
  • (3) The client should be able to ultimately Distribute Their Property to Chosen Heirs and beneficiaries in the manner they so wish.

 

Citadel Law Corporation works with individuals, families, and business owners to provide comprehensive, and advanced estate planning products and services that focus on accomplishing these three goals." - Citadel

 

 

Trusts begin at $1,700.00.  Please see the FAQ "Do I need a trust?"on the sidebar to your right.

 

For more information, please contact us directly.

 


financeware.com


"CREATING A VISION and DEVELOPING A PROCESS
When we founded Financeware, we set out to do no less than change an industry. We believed--and still do--in the simple vision that long-term financial success should not be measured in theoretical returns. Success should be measured through the achievement of life goals.


Of course this meant a new approach to advice and new tools and strategies for advisors. It meant changing the way we thought about risk and return and how we monitor progress. It meant rethinking the relationship between advisor and client. And it meant building a team of committed professionals with the experience to marry tools with financial solutions.


Through all of this, we developed a wealthcare process that combines an advisor's insight with tools designed to give investors confidence in achieving their financial dreams. We created a process that provides an ongoing and holistic view of an investor's entire financial life. The result of these efforts can be seen in who we are today.


From our wealthcare process to our cutting-edge technology, from our educational seminars to our consulting services, Financeware remains committed to the single vision that the most important job we have is to help investors lead the lives they envision.


This is the future of financial advising. "- financeware.com

 

There is an additional fee for this service therefore we only recommend this financial plan testing for our clients with more complex situations.

 

For more information, please contact us directly.