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.

Browse Financial Professional's to achieve your financial goals!

Jenny Shults

Associate Advisor

Chicago Partners Wealth Advisors

Minimum Assets:

Nicole Polanco

Chicago Partners Wealth Advisors

Minimum Assets:

Nicholas Guido

Chicago Partners Wealth Advisors

Minimum Assets:

Stefan Jackson

Financial Planner & Portfolio Manager

Jackson Wealth Management, LLC

Minimum Assets:

Tim Miller

Financial Advisor

Quaker Wealth Management

Minimum Assets:

Related Financial Resources

Calculators

Retirement Nest-egg Calculator

Retirement Income Calculator

Personal Loan Calculator

Mortgage Payoff Calculator

Mortgage Calculator

Blogs

The Importance of Understanding the Different Types of Financial Advisors, Including Fee-only Advisors, Commission-based Advisors, and Hybrid Advisors.

Creating a Financial Roadmap: Collaborating with a Professional for Long-Term Goals

The benefits of working with a financial advisor who follows a fiduciary standard

What Does It Mean to Invest in Yourself?

How the Financial Planning Industry is Changing and How to Stay Ahead of the Game

Are you a Financial Professional?

Our FinPro program matches financial professionals with new clients across the U.S.