A qualified and experienced estate planner can help safeguard your family’s financial future. By helping you plan for the future, your estate planner will protect your estate from probate laws and ensure that your assets are disbursed only to those you wish to receive them.
At Graham Capital Advisors, we have a dedicated asset management team that is led by one of only two Master Certified Estate Planners in the state of Florida – David Graham. He and the rest of our team will evaluate your current portfolio and work diligently to provide you with the very best customized financial plan available. We will use our vast expertise to ensure that your financial wishes come true, ensuring that your assets are expertly managed, your finances are in order, and you aren’t subjected to excessive taxation on your estate.
Your Graham Capital Advisors’ estate planner is 100% focused on helping you plan for the future and will guide you step-by-step through the estate planning process. Questions we may ask during your comprehensive consultation may include:
It is important to begin to mull over your answers to these questions, if you haven’t done so already. And, if you simply can’t decide or are unsure which estate planning options are right for you, your Graham Capital Advisors estate planner will be there to help you choose a plan of action that will help you attain your financial goals.
In addition to being experts in the financial planning industry, we are proud to have an attorney on staff who is able to personally oversee the execution of any legal estate documents for any of our valued clients. This helps to further ensure that all asset management and estate planning documents are executed flawlessly.
We proudly serve investors from Tampa, St. Petersburg, Clearwater, Brandon, Palm Harbor and the surrounding areas, so contact us today to speak to an estate planner about asset management, retirement planning, wealth preservation or any of our other financial planning services.