Estate Planner Serving Tampa, St. Petersburg, Clearwater, Brandon, Sarasota & Surrounding Areas

estate planner An estate planner handles many financial planning responsibilities. They are asset managers, retirement planners and investment managers all rolled into one. That’s why it’s important to choose an estate planner at an investment firm that has all of the tools necessary to protect your estate and help you plan for the future.

David Graham knows what an estate planner needs to maximize, secure and protect the financial future of his clients. He is the founder of Graham Capital Advisors and known as the “Retirement Guy”. As one of only two Master Certified Estate Planners in Florida, he has the experience, skills and expertise to attract and lead the top estate planners in the industry. In addition, our estate planners, asset managers and other financial advisors have access to our on-site legal staff, an unparalleled portfolio of services and an exceptional investment platform.

An estate planner is responsible for creating plans for tomorrow that are always in the best interest of each individual client. An estate plan is designed to protect the assets of an estate from probate laws.

The legal documents and strategies that are often used include the following and more:

  • A Power of Attorney assignment for managing financial affairs in case of incapacitation
  • A Last Will and Testament
  • Living wills and healthcare surrogates
  • Beneficiary designations, revocable or irrevocable trusts
  • Alternative investments and/or products to reduce estate tax consequences

Estate planners use their training as asset managers to include provisions in estate plans regarding when, how and to whom assets such as investment accounts, real estate or business ownership will be distributed. Your estate planner often includes a comprehensive life insurance policy in your plan that makes it possible for your family and loved ones to reach their dreams even if you are no longer available to help them. Our estate planning services give you peace of mind knowing your estate will be handled and distributed as you wanted. If you live in Tampa, St. Petersburg, Clearwater, Brandon, Sarasota or the surrounding areas, contact Graham Capital Advisors today and schedule a complimentary estate planning consultation at your convenience.


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