Proficient Estate Planning services
We provide a wide range of accountancy management and services.
All too often, people put off their estate plans until it’s too late. We advise our clients to develop an estate plan sooner rather than later. Our estate planning service covers not just who will inherit your possessions but also:
- Assistance in beneficiary designation.
- Guidance for your beneficiaries on asset transfers and management.
- Complementary notary and witnesses for wills and trusts.
- Attorney referrals available as needed.
Estate planning is an ongoing process. Our team works to review and update plans as our clients’ financial situations change throughout their lifetimes. Start your estate planning process now, and give yourself and your loved ones the gift of peace of mind.
Highly Experienced
Retirement planning, estates, taxes, & more
Expert team
Highly knowledgeable & professional
Passionate
A true passion for helping people
Leader in the market
Visionaries & industry leaders
Advisory services offered through REAP Financial Group, LLC, an SEC registered investment advisor (CRD No. 144560). REAP Financial Group, LLC’s Form ADV Part 2A and Form ADV Part 3 are available free of charge at https://adviserinfo.sec.gov/. Seattle Fiduciary Advisors is a trade name used exclusively for marketing purposes, is independently owned and operated, is not a registered investment advisor, and is not affiliated with REAP Financial Group, LLC. Insurance products are offered only by properly licensed individuals and are not offered through REAP Financial Group, LLC. The information and materials contained herein are presented for informational purposes only and should not be construed as personalized investment, tax, or legal advice. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract. This material includes links to independent, third-party websites that are not affiliated with or controlled by REAP Financial Group, LLC or Seattle Fiduciary Advisors. When you follow a link to one of these sites, neither REAP Financial Group, LLC nor Seattle Fiduciary Advisors warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these sites, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Any person or entity that relies on any information obtained from these sites does so at his or her own risk.
