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(877) 733-1859Estate Planning Services in Flagstaff
When we say clients come first, we mean it. Every aspect of our firm makes this promise a priority."
Doug Nelson, CPA, PFS, Advisor
Wealth and Estate Planning With TCI Wealth
Your legacy is just as important as the life you lead today. At TCI Wealth, we understand that planning for your family’s future is deeply personal — which is why we offer estate planning in Flagstaff as part of our goals-based financial services. From transferring wealth to establishing guardianship and charitable giving, we’ll make sure your wishes are clearly defined and honored. We also believe that estate planning can be empowering. Many clients worry that discussing their legacy will feel overwhelming, but the opposite is true. With a clear plan, you’ll feel confident knowing your hard work and assets are protected — and so are your loved ones. TCI’s advisors will help you design an estate plan that reflects your lifestyle, values, and long-term goals. No one leaves the same legacy, and our fiduciary team is honored to help you map out yours.
Estate planning without overwhelm
At TCI Wealth, we take a team-based approach to estate planning in Flagstaff. Our advisors collaborate with other trusted professionals to ensure your plan reflects your lifestyle, family goals, and long-term wishes. You’ll receive clear, relevant guidance that helps you make confident decisions without confusion or stress.
Clear tax strategies
Successful estate planning Flagstaff clients often focus on tax efficiency. Our advisors understand how local and federal laws affect your estate, including IRAs, retirement accounts, and the transfer of wealth. We’ll help you design a plan that keeps your legacy generous and sound. For more information, see the IRS Estate and Gift Taxes Guide.
Inheritance, guardianship, and succession planning
An estate plan ensures that your assets are passed down according to your wishes. It also protects the people you love most — from guardianship of children to living wills and powers of attorney. Our team works closely with your existing advisors to handle every detail, whether you need a simple will or a comprehensive succession plan for your business.
Advised and up-to-date
Laws and regulations change frequently, which is why TCI’s fiduciary advisors continuously review updates to keep your plan current. We provide clear, actionable advice on retirement accounts, transfer strategies, and asset protection, helping you avoid unnecessary complexity or stress when it matters most.
Why choose TCI as your wealth advisors?
Here at TCI, we understand that creating a financial plan that fits today and tomorrow can be overwhelming. We also know that estate plans aren’t always everyone’s favorite topic. When choosing wealth advisors to help you establish a plan that guides your financial goals, it’s important to find a firm that offers expert advice, as well as a human touch. We understand that you want to plan for the people you love most, and it’s our goal to help remove the guesswork and ensure your plan unfolds easily for your family.
A team approach
At TCI Wealth Advisors, we work as a team with your existing trusted advisors to ensure that your needs are met and that your estate plan fits your wishes. We also make sure you have a wide network of professionals here to support you.
A fee-only firm
TCI Wealth Advisors is an independent, fee-only firm, which means that you’ll work with a dedicated team who know your situation and accounts intimately. As a fee-only firm, you’ll have transparency on the costs associated with your plan, and you won’t have to worry that our advice is based on commissions or hidden fees.
To learn more about our wealth management and estate planning services, contact our team of wealth advisors today. Fill out the form below or call us at (877) 733-1859 to have an advisor contact you.
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Retirement Planning
Retirement planning is about achieving financial freedom–having the ability to spend your time and money as you like. At TCI Wealth Advisors, our goal is to help ensure that your assets align with your definition of a purpose-filled life.
Investment Management
Our investment management approach is all about you. At TCI, we answer your questions, identify your risk tolerances and discuss what’s best for your unique situation. It’s a partnership based on education, communication and trust.
Life Strategy
We believe that financial success is as much about emotional contentment and well-being, and that each of our clients’ unique life journeys are what ultimately determine their own customized definitions of success.
Financial Education
Educated investors are the most successful investors. Partnering together, we will keep you informed to help you see through the noise of the marketplace to make wise financial decisions.
Cash Flow Strategy
Current and future cash flow projections are an essential part of any customized financial plan and a vital step in measuring and finding potential gaps between where you want to be with your plan, versus where you are now.
Investment Strategy
Discover your investment goals and what types of savings and investments best help you reach them, taking into consideration your age, timeline, financial situation, risk tolerance and tax implications.
Financial Freedom
Achieving comfortable, fulfilling retirement is an extensive process that takes sound planning and years persistence. Managing your retirement is an ongoing, lifetime responsibility.
Tax Planning
We’ll help you analyze and reduce tax liability and maximize eligibility for sheltering and preserving more of your wealth.
Estate Planning
Estate Planning helps ensure that your family has the financial security and asset legacies you’ve worked hard to establish over your lifetime.
Insurance Planning
Insurance Planning is a vital part of evaluating any client’s potential risks and exposure to a chance misfortune or ill-timed life event.
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