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 help you minimize potential risks and unexpected issues related to your estate. This includes strategies designed to address tax considerations and help reduce the potential for family disputes, so your wishes are clearly documented and pursued to the best extent possible.

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 meet with you to discuss your goals and any concerns you may have. This open conversation helps us identify potential challenges and opportunities in 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 your estate plan is established, we provide ongoing support to help ensure it continues to align with your goals. We monitor relevant changes in laws and regulations and will work with you and your estate attorney to recommend updates as appropriate.

Schedule Your Free Consultation Today