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Estate Planning
Our priority is to ensure that our clients' wishes are reflected in their estate plans. Our process provides an important overview of your assets and how they will potentially be dispersed during an estate settlement. In addition, our professionals can assist you in finding an estate planning attorney to help establish the pertinent documents for your situation.

We will work with your attorney to assist you in selecting beneficiary designations on your retirement plans and insurance policies. This is a critical step in your estate plan to help you effectively distribute your estate assets.
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 Securities and investments advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Tax services offered by Rich Morris are independent of SagePoint Financial, Inc. Insurance services offered through First Financial Investments and Insurance.  All entities listed are unaffiliated.
 
Bob Frank is licensed in the following states; AR, AZ, CO, FL, IA, IL, KS, MD, NE, NJ, OK, OR, and SD. Rich Morris is licensed in the following states: CO, IA, IN, KS, MA, NE, and NY.
 


Check the background of this financial professional on FINRA's BrokerCheck.