Services
Wills and Estate Planning
Having a sound financial plan for every stage of life’s journey is imperative, and we’re here to help navigate the process.
Protect your assets, estate, and–most importantly–your loved ones with an estate plan and will. We’ll help you navigate the tough choices and complexities of your estate while working to save you, and your heirs, as much tax-free money as possible.
Questions about estate planning? Visit our FAQ page.
With help from Karla Hunter, you can relax knowing your livelihood is protected, your ideal future is on the way, and your plans for your estate will be honored when you leave this world.
Assets and Retirement Planning
We want you to take charge of your future, and that starts with a plan for the present.
With our partners at Hopp Accounting & Tax and Hopp Wealth Management, we collaborate to create an asset and retirement plan designed to give you the best life possible—from the joyful moments to the tough transitions and everything in between. Do you want to cut taxes in retirement? Are you anxious about having the means to sustain your dream life? Do you worry about who will care for you during your sunset years?
We want to assuage your fears and create a life plan that fits your unique needs. Here’s how:
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We’ll discuss what you want your retirement to look like and how our services can help. We’ll provide you with a full cost breakdown in this meeting, and you decide if you’d like to proceed.
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After receiving an upfront payment, we’ll design an outline of your life plan. We’ll meet again to review it, before proceeding to the final phases.
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Once the outline is approved, we’ll move forward with your robust plan.
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Come in, review the final presentation, and sign to make the implementation official.
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Relax and embrace the moment, knowing you’re moving through life with a plan for every stage of the journey.