Serving Clients Across Southeastern Wisconsin
Call Today 262.214.6827

Why Now is the Time to Meet with a Financial Advisor

At Kitzke & Canfield LLC, we can assist you with your estate planning goals to ensure your assets are appropriately handled according to your wishes after your death. Moreover, taking care of your estate plan now can give you peace of mind knowing that your family will be cared for when you are no longer around.

What Can a Financial Advisor Do for You?

A financial advisor will help you focus on your long-term goals, which include developing and customizing an estate plan to provide security for you and your loved ones.

Here are some of the reasons why you should consider creating an estate plan:

  1. Make it less messy: If you pass away without an estate plan, your loved ones will find themselves in a messy situation, fighting over which assets they should receive. An estate plan can prevent an all-out family war from erupting and ensure your assets are divvied up according to your wishes.
  1. Protect your assets: A major facet of estate planning is asset protection and control. It can protect you during your lifetime from lawsuits or the costs of long term care.
  1. Protect your beneficiaries: Sometimes your assets are not the only things that need protection. Your estate plan can also protect your beneficiaries, whether they are minors or adults.

If you already have an estate plan, keep in mind that it is not something you should create and forget about. It is generally recommended that you review your estate plan every few years and to recalibrate it according to your changing needs or goals. Just as your life constantly evolves, you can expect your estate plan to evolve with it.

What better gift can you provide for your family than the feeling of financial security? Work with a financial advisor or estate planner today to ensure they are well cared for.

Work on Your Estate Plan Today!

This holiday season, get your finances and estate in order by reaching out to the team at Kitzke & Canfield LLC. An estate plan can protect you, your assets, and your beneficiaries, helping you feel secure as you transition into the New Year. Our team has worked with clients from all walks of life and backgrounds to create an estate plan that addresses their needs and goals, so you can rely on our ability to do the same for you.

Get started on creating your estate plan and protecting your assets today by contacting us at (262) 214-6827 to set up a consultation with a knowledgeable member of our team.

Categories: