Firms
Pros
Learn
Sign Up
Inheritance
It is important to plan ahead and leave a legacy in your will or estate so that you can pass on what you have built and saved over the years.
Button Text
Browse Financial Professional's to achieve your financial goals!
Jenny Shults
Associate Advisor
Chicago Partners Wealth Advisors
IL
Minimum Assets:
$100,000
Nicole Polanco
Wealth Advisor
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
N/A
Nicholas Guido
Partner
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
$100,000
Stefan Jackson
Financial Planner & Portfolio Manager
Jackson Wealth Management, LLC
Colorado
Minimum Assets:
$0
Tim Miller
Financial Advisor
Quaker Wealth Management
New Jersey
Minimum Assets:
$0
Related Financial Resources
Calculators
Student Loan Refinance Calculator
Self-employment Tax Calculator
Savings Interest Calculator
Roth IRA Calculator
Retirement Savings Calculator
Next
Blogs
Should I Roll Over My 401k?
Financial Advisor vs Accountant
The Role of a Financial Advisor in Estate Planning
The importance of financial planning for single parents
What Happens to 401k When You Quit?
Previous
Next
Are you a Financial Professional?
Our FinPro program matches financial professionals with new clients across the U.S.
Join Today