Estate Planning Services

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, we understand that, which is why we offer estate and legacy planning as part of our goals-based financial planning services. From transfer of wealth to guardianship and charitable giving, we’ll make sure your wishes are clearly defined and honored.

 

We also believe that estate planning can be empowering. Most clients come to us worrying that a discussion about their legacy will be upsetting, but the opposite is true: you’ll feel confident knowing that all your hard work will be protected, and so will your loved ones. TCI’s advisors also work with you to find an estate plan solution that fits your specific lifestyle, assets, family and values.

 

No one leaves the same legacy and we’re honored to help you map out yours.

Estate planning without overwhelm

TCI operates in a unique way: we approach all our clients’ financial and estate planning needs from a team perspective. This means that you get financial experts who can help you make advised decisions, as well as a network of other professionals who understand the specifics of your lifestyle or wishes. When it comes to your estate plan, you’ll get the most relevant information, presented clearly. This helps you craft a plan that meets your wishes, without being overwhelmed or confused.

 

Clear tax strategies

 

Part of successful estate planning is accounting for taxes in the outline and implementation. You need a team of wealth advisors who understand IRAs and retirement account tax burdens, your local tax laws and how the transfer of wealth affects recipients’ taxes. All of this will allow you to create an estate plan that is generous as well as sound.

 

Inheritance, guardianship, and succession planning

 

An estate plan is the only way to ensure that your assets are passed down correctly and that your wishes are honored. An estate plan can also help you protect those you love most. From guardianship of children to your living will and power of attorney, an estate plan will make sure that the details are taken care of in the event anything should happen to you. We work with you and your existing trusted advisors the entire way, from a simple will to partnerships and trusts. If you have a business, our network can also help you develop a succession plan.

 

Advised and up-to-date

 

Taxes, laws and regulations change all the time. That’s why working with a team of wealth advisors, your estate planning attorney and accountant is critical when creating an estate plan. You’ll get necessary advice and information on retirement accounts, transfer strategies, and directives that protect your assets and support your family. Without this, your estate plan could be ineffective or overly complex, causing undue stress or slowdowns upon transfer.

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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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.

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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.

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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.

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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.

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Tax Planning

We’ll help you analyze and reduce tax liability and maximize eligibility for sheltering and  preserving more of your wealth.

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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.

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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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Curious to see if we’re a good fit for each other? All it takes is a brief conversation with a TCI advisor to find out. Fill out the form below to have an advisor contact you. We’d love to hear from you.

(877) 733-1859

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