Estate Wealth

Embracing the Future of Your Family’s Financial Well-being.

From Your First Meeting To The End Game

Why we care about your legacy

At Kiker Wealth Management, our advisors play a crucial role in helping clients navigate the early stages of estate planning. Our team provides personalized guidance to ensure clients understand their available options before they consult with an estate attorney to formalize their plan.

In the preliminary stages, our advisors offer clear, actionable financial advice, covering a range of estate planning strategies, such as asset distribution, tax implications, and the most efficient ways to protect wealth for future generations. We help clients assess their goals, determine the right approach to align with their financial situation, and prioritize what matters most to them.

Once our clients have a clear understanding of their financial and estate options, we direct them to a trusted estate attorney to finalize and implement their estate plan. Our goal is to ensure clients feel confident and informed in making decisions that will secure their legacy.

Total Care for Your Legacy

We’re here to keep your estate safe from every possible surprise. This means protecting your belongings from government interference and family arguments, so your wishes for your legacy stay exactly how you want them.

Tailored Plans Just for You

We take the time to really get to know your unique situation. As you work on the completion of your estate plan with your attorney, we will be here to work alongside you to help navigate any questions along the way.

Helping You Navigate Estate Planning with Care

We genuinely care about making estate planning easy to understand. Our goal is to walk you through every step of the process, ensuring you feel confident and well-informed about your choices. We’re here to answer your questions and support you, just like good friends would!

From Your First Meeting To The End Game

Our Process

Welcome to Your First Consultation!

We're excited to sit down with you and chat about what you want and any worries you might have. This open conversation helps us spot any bumps in the road and discover great opportunities for your estate planning.

Your Very Own Estate Plan

After our first chat, as you work on the completion of your estate plan with your attorney, we will be here to work alongside you to help navigate any questions along the way.

Making Your Estate Plan Shine

After you've set up your estate plan, we go the extra mile to help it come to life. We'll keep an eye on it, making sure it matches your dreams and adapts to any new laws or rules that come up.

Schedule Your Free Consultation Today