Part of a comprehensive financial plan is having a specific plan in place for what happens to your assets after someone passes. While you might be familiar with the terms ‘will’ and ‘trust’ – do you know the difference?
Nik Aamlid, CFP®, CAP®, Wealth Advisor, talks about the pro’s and con’s of a will and trust as well as the role your financial advisor should play in your estate planning.”
To discuss all of the aspects of a financial plan and how we can help, we invite you to schedule a conversation with one of our advisors: https://www.pinnaclewealth.com/#contact
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Pinnacle Wealth is a Sioux Falls, SD based full service wealth management firm focusing on comprehensive financial planning and the utilization of all financial tools at our disposal to work in concert toward pursuing your goals.
But we feel the more important question to ask is “Why do we offer these financial tools?” rather than “What financial tools do we offer?”
We seek to reduce your financial distractions by taking care of the painstaking details, freeing you to relax, live confidently, and enjoy life. Every financial process or strategy we consider or implement should answer your questions, raise your financial awareness or reduce the number of surprises you experience. To succeed we must carefully listen and understand your financial goals, concerns and even fears and provide potential solutions.
