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Estate Preservation & Transfer

Truly comprehensive planning exceeds retirement and the transferring of wealth. At SFP Wealth, estate planning is more than a collection of legal documents. As your advocate, we offer custom solutions that establish a financial tradition across generations.

Our strategies incorporate your family’s most cherished values and build solutions that adhere to them. As we promote your continued success, we will work closely with your tax and legal professionals along with the rest of your financial team. When your needs evolve and circumstances change, our plans will transform. We will ensure that your plan prepares your money for your heirs and prepares your heirs for your money.