Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.



Advisors

Michael Sheehan

Michael Sheehan

CFP®, CASL®, APMA®

Financial Advisor

Vice President
Visit Michael Sheehan's website

Team

Malin Tate

Malin Tate

Registered Client Service Associate