Specialized Financial Planning
Helping you get where you want to be.
Trust & Estate Planning Services
Building a strong foundation
We’re on a mission to make your life and business run smoothly while we help you build and protect your wealth. Working alongside local estate planning professionals we make ourselves available to act as your trustee and investment management solution provider.
If you’re looking for a cost-effective, flexible answer to your trust management needs that is armed with local support, security and expertise, look no further.
Reduce your estate taxes
We can meet your estate planning needs now and help ensure that they are in place for generations to come. Our firm has over 35 years of experience working with families and businesses on complex estate planning issues. We offer private trust services through Hayden Royal Private Trust.
We’ll work with you and your other advisors to minimize your estate taxes through:
- Estate transfers
- Charitable planning
- Other techniques
Retirement Planning –
Looking forward to a new chapter
Your life
A big part of developing your plan involves asking the right questions early on, and getting realistic answers tailored to your situation.
- How much money will I need?
- How do I reduce my taxes?
- How do I leverage my business?
- How should I invest my assets?
Your wealth
Our team will help you develop a retirement portfolio by considering
- Cash requirements
- Current income
- Growth of the portfolio
- Tax management
Emerging Investors
Low cost wealth management solutions
All too often we hear stories of emerging investors that want to start building their investment portfolio even though they don’t meet the minimum requirements of investment firms. That’s why we developed the Model Portfolio Program. This opportunity provides emerging and small investors with simple, low-cost wealth management solutions through Exchange Traded Funds. If you’re not quite ready for an individually tailored investment portfolio but are eager to find a low-cost program that will allow you to begin building your portfolio under the expertise of our wealth management professionals, the Model Portfolio Program may be exactly what you’re looking for.