FAMILY FINANCIAL SPECIALIST AT PAXTON BRIDGE FINANCIAL
“No matter how hard we try, life has a way of interrupting your plans. How do YOU take control?”
I facilitate a process that enables individuals and families to articulate what’s important to them, with the majority stating their “family” is their highest priority.
Throughout the process we enable people to make informed decisions, ensuring they have certainty and control in how and when assets accumulated within their lifetime are passed to the right people at the right time.
As we continue to live longer, the requirement to support individuals and families develops with competing priorities across three and occasionally four generations.