Estate and Legacy Planning

Estate Planning is Not Just for the Wealthy. It's for Everyone

Planning for your family’s financial future is not just for the one percent; it’s important for everyone especially if you have a spouse or children.

The reality, of course, is that most people do procrastinate and never get around to estate planning until it is too late. There are many reasons why this happens. Perhaps you are under the impression that it is too expensive. Maybe you just don’t want to think about death because it’s unpleasant or feel that because you are young and healthy, there’s plenty of time to worry about the future later.

Unfortunately, you could be wrong, and your family could be in for a surprise. Because if there’s no estate plan in place, then state laws dictate how your assets and property are divvied up -- not you or your family.

Estate Planning

If you’re ready to start planning for your loved ones’ financial future, you probably have plenty of questions. The good news is that we have answers. We’ve developed relationships with Attorneys, Tax professionals and Trust Administrators so that we are able to develop a long-term estate plan that meets the individual needs of every client. From addressing taxes and ensuring proper asset distribution to providing for loved ones and charitable giving, we offer comprehensive estate planning services designed to help clients pursue financial security. With our estate planning service, clients can have confidence that their legacy and assets are being preserved for future generations.

90% of wealthy families lose their wealth by the 3rd generation.

That’s why families need financial advisors to help them prepare their children for the successful transition and preservation of wealth.

Generational Wealth requires
Generational Knowledge

We know how hard our clients work to build their dreams and wealth, We also know how important it is for them to be able to pass it down to future generations. Creating generational wealth and leaving a legacy only works when both the wealth and the wealth of knowledge is passed on.

Multi-Generational Financial Education

At First Dominion Financial we believe that engaging the entire family to teach them the importance of stewardship and financial literacy are the essential building blocks for gaining, growing, and retaining wealth.

With state of the art tools and a wealth of knowledge and partnerships, we can serve as an invaluable partner in a family's financial journey, from childhood savings to adult investments.

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