Estate Planning for Those in Tampa, St. Petersburg, Clearwater, Brandon, Sarasota & Neighboring Cities

estate planning Many people mistakenly believe that a Last Will and Testament is the only thing needed to ensure that their assets are distributed as they wanted. Although it helps in probate and guardianship matters, it doesn’t offer the comprehensive coverage that most people need. Estate planning services at Graham Capital Advisors are provided by our certified financial advisor and asset manager team to develop strategies and plans that protect you in the event you become incapacitated and to ensure your estate and loved ones will be financially secure after your death.

Graham Capital Advisors founder David Graham is one of only two Master Certified Estate Planners in the state of Florida. His years of experience and expertise are some of the many reasons that Graham Capital Advisors is recognized as the premier estate planning and investment firm in the Tampa Bay area. Estate planning strategies at Graham Capital Advisors are typically designed to cover and address the following matters and more:

  • Minimize expenses and reduce taxes
  • Include a comprehensive life insurance solution
  • Set up a revocable trust that can be changed at any time
  • Appoint a trustee to act as asset manager during an incapacitating disability or upon death
  • Create and/or review a will designating beneficiaries and guardians for any minor children
  • Create or review a Durable Power of Attorney

Exceptional asset management is at the forefront of all estate planning, retirement planning, wealth management and wealth preservation services provided by Graham Capital Advisors. Every asset manager, retirement planner and other certified investment advisor only designs plans that are in the best interest of our clients throughout Tampa, St. Petersburg, Clearwater, Brandon, Sarasota and the neighboring cities. We are known for the personal relationships we build and have the tools, experience and investment platform of stocks, bonds, mutual funds and private funds fund investment opportunities to maximize financial potential and turn dreams into reality. Contact a courteous and professional associate at Graham Capital Advisors to schedule a complimentary consultation.

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