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Would you like some extra guidance? Meet with one of our estate planning financial specialist today. Protect, Grow, and Enjoy Your Legacy.
How Can We Help?
Insurance
Protect your loved ones with the right amount of life insurance. Design the policy fit for your family's unique situation.
Retirement
Enjoy your retirement with a dependable income stream. Protect against market volatility by utilizing diversification of assets.
Wealth Building
Grow your estate with proven wealth building strategies. Make sure you have the right balance of stocks, bonds, and mutual funds to secure your future.
Get Matched With a Financial Advisor.
User reviews
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2 months ago
I love how there is a pet section included on their website. I was able to choose who would watch over my dog! Took the stress and worry off my mind - thank you
I love how there is a pet section included on their website. I was able to choose who would watch over my dog! Took the stress and worry off my mind - thank you
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2 months ago
The state-specific documents made me feel like FastWill truly understood what I needed for my location.
The state-specific documents made me feel like FastWill truly understood what I needed for my location.
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2 months ago
FastWill’s online notary service saved me a trip to the notary office. Everything was done from my laptop!
FastWill’s online notary service saved me a trip to the notary office. Everything was done from my laptop!
Why Meet With an Advisor?
To Protect Your Estate
Consulting with a financial advisor can guarantee that your life insurance is sufficient for any unforeseen cases of adversity, and can ensure your loved ones will be protected along with your estate. An advisor can help to select the most suitable life insurance policy and calculate the necessary death benefit to protect your family and estate.
Look Out For Your Loved Ones Financially
An advisor can help create a plan to ensure you and your loved ones are on track to reach whatever goals may lie ahead. Your family members have unique needs and they should be taken into account during the estate planning journey. Things like mortgages, college education, or other expenses can be complicated to keep track of on your own. For this reason, getting help from an experienced financial advisor can prove to be essential.
Leave Specific Instructions On How Your Money Should be Used
When passing down assets to our beneficiaries, it’s beneficial to have a strategy. If you pass away and leave an asset to a particular loved one, you may have specific intentions for how that person should use that asset. For example, you may leave an investment account to be used only to cover the cost of college tuition for a child. A financial advisor can help ensure these intentions are carried out in a strategic manner that doesn’t have a negative impact on the account.
Get matched with the right financial advisor for you--an expert partner who`ll guide you to your goals and be there for you every step of the way
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