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Estate Planning & Tax Services

Our new offerings will include Tax Preparation and an official Estate Planning partnership! We believe that these two areas are integral components to helping you Live Greatly.

The new Tax Preparation service is one that complements the existing Tax Strategy that is provided in our holistic financial planning.  Our official Estate Planning partnership will allow you to put in place crucial documents to protect you and your family by using trusted law firms.

These are needs that many of our clients may benefit from, which is why we wanted to provide you with these opportunities first.

What can you do now?

  • Do you have an immediate Estate Planning need? Call our office to set up a meeting.
  • Attend our upcoming Estate Planning Educational Events (see below for more information)
  • Stay tuned for more information on our Tax Preparation launching this coming tax season!

What can you expect from us?

More details surrounding the Tax preparation service as we solidify this offering going into the 2024 Tax Season.  These regular updates will include pricing information, who is eligible for the first year, and more!

You’re Invited

Intro to Estate Planning

**Intro to Estate Planning event is full, join waitlist below!

This event is going to be a great opportunity to meet the law firm that we are partnering with to bring Estate planning to our clients.

We understand that there are a variety of questions that arise when you begin discussing estate plans so if you or someone you know are in this stage of life, facing the same challenges when it comes to protecting all that you have worked so hard for, this event is for you and your guest(s).

Monday, September 11th


Join Waitlist