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Manage and distribute your assets in accordance with your wishes.

We understand that there are many possibilities to consider when it comes to estate planning, including wills, trusts, powers of attorney, healthcare directives, and more. That's why we take a personalized approach to estate planning, working closely with you and your legal professionals to understand your unique needs and goals. 

Estate Planning is the process of managing and preserving your assets during your lifetime, and of distributing them in the most effective and efficient manner after your death. It involves developing a comprehensive plan that takes into account your financial goals, family situation, and the tax implications of transferring your assets.

At FSI Wealth, we work closely with our clients to create a customized estate plan that protects their wealth, minimizes taxes, and ensures their legacy is preserved for future generations.

Over 60 years of experience helping clients like you with their estate planning needs.

Over 60 years of experience helping clients like you with their estate planning needs.

Our experienced estate planning advisors can help you navigate the complexities of estate planning, identify potential tax savings strategies, and ensure that your estate plan is up-to-date and aligned with your wishes.

Estate planning is an important process that helps you manage and distribute your assets in accordance with your wishes, while also minimizing taxes and avoiding probate.

"We guard the wealth of the most productive people on earth."

4 Elements of an Estate Strategy

4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.
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Complimentary Financial Plan

Complimentary Financial Plan

Over 30 years creating successful strategies that are tailored to your needs and goals.

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Passing On YOUR Wealth To The Next Generation

Passing On YOUR Wealth To The Next Generation

At times, our clients want to give their children large gifts, such as for a down-payment on a house. It's crucial to take a holistic view and consider the financial situations of the entire family to ensure all the pieces fit together. We can make the most significant impact by collaborating with both parents and their children.

In addition, we can work with your attorneys and other advisors to ensure that all aspects of your estate plan are coordinated and integrated.

Our goal is to provide YOU with peace of mind, knowing that YOUR assets will be managed and distributed according to YOUR wishes, while also minimizing the burden on your loved ones.

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

At FSI Wealth Management, we are committed to helping you achieve your estate planning goals and providing you with the answers you need to make informed decisions about your future.

Contact us today to schedule a consultation and learn how we can help you.

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paul@fsiwealth.net |  (619) 681-1900

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