Wealth Planning

Wealth Planning

Estate planning is a critical component in a family’s overall financial plan. We define estate planning as the best way to transfer wealth to family members, charitable organizations and others, during your life as well as at death, in a way that minimizes taxes and probate expenses. Our clients work hard throughout their lives to accumulate and preserve wealth. Passing on what they've accumulated in the most efficient way to their heirs and chosen charities is of paramount importance.

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Investment advisory services are offered through HBK Sorce Advisory LLC, doing business as HBKS Wealth Advisors, an SEC registered investment adviser. Insurance products are offered through HBK Sorce Insurance LLC. Visit hbkswealth.com for relevant information, disclosures and disclaimers.