Legacy Strategies

Most estate plans include retirement accounts and insurance policies, both of which rely on beneficiary designations. Through my association with StrongHold Wealth Partners, I review and recommend adjustments to beneficiary designations following any significant life change, such as a divorce, remarriage, or the death of a loved one.

By regularly reviewing and updating these designations, I help clients preserve the integrity of their estate plans to help ensure that assets are distributed to the intended beneficiaries in a timely and efficient manner—minimizing potential conflicts and complications during the estate settlement process.

Significant Life Changes

A major life event can affect other elements of your estate plan. I provide guidance and assistance in adjusting beneficiary designations, account titling, and related financial arrangements as needed.

Planning for Long-Term Care

Long-Term Care Insurance is one effective way to prepare for potential future care expenses. I discuss the financial implications of long-term care with clients and help identify solutions tailored to your individual circumstances.

Investment advisory services are offered through StrongHold Capital Partners, a registered investment adviser. Insurance and annuity products are offered separately through Graham Financial LLC in association with StrongHold Wealth Partners. We do not provide tax, legal or estate planning advice or services