Creating a plan to give you

Proud to be featured in the following news outlets:

Estate Planning & Preservation:
Here for you and your family

At Estate Planning and Preservation, we are committed to creating comprehensive estate plans for the members of our community because we care about you, the well-being of your loved ones, and your peace of mind. We will provide you with education and knowledge to fully understand your options to make the best retirement and estate planning decisions for you and your family. Our trusted advisors will assess your current situation and create a step-by-step process to help you secure your assets and achieve peace of mind for you and your family.

At Estate Planning & Preservation, we understand that your life is constantly evolving and we want to be by your side every step of the way. Our team will work with you to gain financial clarity and allow your legacy to live on.

We offer the following services

Comprehensive estate planning is vital in ensuring that your assets are protected and that your loved ones are taken care of.  The estate plan we create for you, will cover all aspects of your life to ensure that your assets are protected in case of death. We are specialized in an array of topics that will help you reach your retirement and estate planning goals. Everything we create is unique and individualized to you to help you meet your exact goals. 

"Our passion is to help seniors live a life where finances were not a burden, where passing their estates to their families would not become a tug-of-war. To make sure that all of their hard earned dollars stood for something."

Dawn- Marie Joseph