Estate Planning

End of Life planning is essential for your intentions to be realized when your capabilities fade and after you pass away. Dedicated Financial does not provide legal services or advice but we understand the need for planning and how to help you identify what your intentions are for yourself and for you loved ones. We are happy to help you with these End of Life and Legacy Planning issues as part of the fully integrated financial planning services we provide our clients for their entire lives and direct you to qualified and properly credentialed individuals who offer services we do not.

Our privilege is Bringing Your Money to Life™ to help you achieve your Life Goals, Hopes and Dreams

Video Resources

Print Resources

5 Disciplines of Financial Planning

A comprehensive financial plan needs to incorporate more than just investments. Take a look at the key areas you should consider.
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Latter Life Checklist

Latter life planning helps avoid confusion and unneeded pain for your loved ones. Make sure your intentions are carried out and learn more about the areas to consider as you plan ahead.

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7 Ways to Minimize Risk in Retirement

Longer lifespans make it critical to carefully manage risk – even after retirement – to ensure that you have the funds you need to maintain your lifestyle.

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Retirement Savings Strategies

While taxes are a fact of life, the amount you pay is NOT. Having a fixed income doesn’t mean your taxes will be fixed at the same bracket or amount annually. How do you know if you’re paying more than you should?

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Surveys

Does My Advisor Get Me?

In a professional Client/Financial Advisor relationship, the only TRUE important goal—increasing the likelihood you will maximize your financial success. Are you confident in your advisor? MEASURE YOUR RELATIONSHIP HERE

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Retirement Preparedness Assessment

We all want a wonderful, worry-free retirement with enough money to achieve our Life Goals, Hopes and Dreams. Let’s help you consider how prepared you are to make the most of your retirement.

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Annuities Quiz

Tools that are often misunderstood means opportunities that can easily be missed. How well do you understand annuities? Test yourself now!

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Check Back Soon for More Resources!

Our privilege is Bringing Your Money to Life™ to help you achieve your Life Goals, Hopes and Dreams