Estate Planning

''Planning is bringing the future into the present."
- Alan Lakein

''Planning is bringing the future into the present." - Alan Lakein

One of our major values at BlueKey Wealth Advisors is family. That being said, we understand that client legacy is crucial, which is why we provide estate planning solutions as part of our financial planning services. We strive to give our client security and comfort that their loved ones would be cared.

During our client meeting we will review your current Wills and Trust and provide advice from a financial prospective that you can discuss with your attorney to assist in bridging the gap between your financial goals and legal documents.