Protecting Your Legacy

Estate Planning

Estate planning is one of the most critical and personalized areas of financial planning. We have relationships with local attorneys who will take the time to meet with you, listen to your wishes and concerns, and provide suggestions to ensure that your estate planning will meet your objectives. Once the plan is created, we will work together to ensure that the estate plan is implemented by updating beneficiaries or re-titling accounts.

Investment advice offered through GWM Advisors, LLC, a registered investment advisor. 

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Advisory services are only offered to clients or prospective clients where GWM Advisors doing business as Lake Point Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors dba Lake Point Advisors unless a client service agreement is in place.
The content is developed from sources believed to be providing accurate information. Information provided is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.