Financial and Estate Planning Basics

Create a strategic plan for your future, ensuring your finances and other business endeavors are taken care of in accordance with your personal and professional objectives.

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Financial and Estate Planning Services

Figure out your company’s future

As a solopreneur, influencer, or other creative genius, you likely have a million things going on. The last thing you want to worry about is your future plans regarding your company when you will no longer be able to take care of it.

Unfortunately, while it may be uncomfortable to discuss, planning and creating an estate plan can save you, your loved ones, and your clients a significant amount of heartache, confusion, and stress.

If you don’t know, an estate plan is the process of anticipating and arranging for the management or disposal of your estate and business in preparation for the future. The plan will not only look into how to distribute your property to others, but it can also include drafting a Will, figuring out life insurance, and even creating a business continuation plan.

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Remain in charge of your company, no matter what happens

Every adult should have a medical and financial power of attorney, as well as a Will. These documents allow individuals close to you to make critical decisions during your lifetime when you are incapable of doing so. Failing to have these documents in place can leave your business at the mercy of the government, and no matter what decisions you made regarding your company’s future, they may no longer apply if you did not plan ahead.

Thankfully, Ardent Guardian can protect these rights and ensure your business remains yours or goes to those you trust to take care of it when you can no longer do the job yourself.

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Let us handle the mundane paperwork

Let’s be honest, estate planning involves a significant amount of paperwork, small fine print, and a lot of legal nuances. For many, this may not seem like the best way to spend a Friday night after a long work week. Worse yet, when done incorrectly, all those hours will be for nothing.

Fortunately, at Ardent Guardian, our estate planning professionals and certified financial advisors are ready to ensure your documents are executed and submitted properly, saving you a significant amount of time that can be better spent on your business.

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Reach your goals and create new opportunities

Alongside estate planning, at Ardent Guardian, we also provide services related to financial analysis and planning. This allows us to develop practical and realistic strategies that can work for you and your business regarding your long-term financial plans.

More importantly, once we better understand your company’s goals and direction, we can create strategies to help get your company the opportunities you have always wanted.

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Why choose us

Regarding your finances and estate planning, you should never settle for anything less than the best. Why? Because your future depends on it.

That is why at Ardent Guardian, as a dually licensed Attorney and CPA firm, we are here to ensure your financial and legal needs are taken care of the right way.

When it comes to your financial and estate planning needs, we offer countless services, including creating: