At CFG we can assist in your estate planning by ensuring any financial strategy we put in place takes into consideration your plans for your Estate on death.
Having an ongoing relationship with your financial planner also means we are there to assist your spouse or children at a difficult time.
Assistance for business owners in developing succession plans that contemplate their premature death or disablement as well as providing a funding facility to ensure the plan can be achieved and that your family are financially comfortable.
All of this helps our clients to have peace of mind knowing that when they are no longer here, those they love will have the information they need to manage their affairs quickly and wholly.
Contact our office to make your initial obligation free appointment now.