Your Financial Dreams, Our Expertise

At Succession Financial, we empower you to navigate life’s financial journey confidently. We are committed to simplifying and coordinating your investment, tax, insurance, and estate planning needs under one roof.

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Our mission is to help you strike a balance between meeting the demands of today and securing the needs of your future through a long-term, trusting relationship.

We prioritize comprehensive financial planning over short-term market predictions. Let’s chart your financial future together.

Whether you’re planning for retirement, navigating life stages, or seeking expert advice on tax planning, social security optimization, Medicare, and health insurance—we’re here for you.

You prioritize financial well-being and value having control over your time. So delegate financial matters to trusted professionals like Succession Financial, ensuring care for loved ones after you’re gone. We’ll be on your financial journey alongside you, providing the guidance and support needed to navigate the complexities of wealth management. Our devoted team of fee-only fiduciaries is dedicated to confidently empowering you by streamlining and coordinating every facet of your financial landscape. So don’t go it alone—let Succession Financial lend you a hand.

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Retirement Planning

We specialize in retirement planning, helping you determine when and how much you can sustainably spend. We manage the transition of investments to portfolios that are prepared to last 30+ years of retirement while simultaneously providing a retirement paycheck.

Investment Management
We believe in evidence-based, disciplined diversification, cost-effectiveness, and tax efficiency—continuous monitoring for asset allocation, rebalancing, and tax-loss harvesting opportunities.
Tax Planning

Every financial decision has tax implications, addressed through a detailed review of tax returns. We facilitate integrated, year-round tax planning, ensuring alignment among all parties involved.

College & Career Planning
We evaluate your options for funding your children’s further education. We visit with your high school seniors and college kids to set expectations for a successful yet fun college experience. We spend time before college graduation with your kids to help them become financially literate and advise them on networking strategies for their upcoming career search.
Multi-Generational Planning

Free financial coaching for clients’ children and grandchildren until marriage or age 25—ensuring the next generations start their adult lives to be financially savvy and literate.

Estate Planning
Emphasis on orderly asset transfer at death and planning for incapacity—addressing the benefits of trusts, updated wills, financial and healthcare powers of attorney, and gifts to children, grandchildren, and charities
Planned Giving
We develop plans to benefit the next generation and the causes you care about. Succession Financial helps to maximize the tax benefits of charitable giving that allow you to see the impact of your generosity and the peace of mind that your contribution to the causes you care about will continue after you are gone.
Social Security Optimization
We analyze claiming options to maximize benefits and prevent financial losses. Strategic decisions can significantly impact both you and your spouse’s financial well-being.
Medicare & Health Insurance
Detailed analysis of existing coverage, considering health, medications, and lifestyle. Assistance in understanding and evaluating options for employer plans, Affordable Care Act, private plans, or Medicare.
Protection Planning
Evaluation and recommendations for life, disability, health, long-term care, and property & casualty coverages. Coordination with insurance agents to ensure comprehensive coverage.

HOW WE DO IT

We firmly believe in the wisdom of long-term planning, steering clear of the pitfalls associated with predicting short-term market movements.

Our Process

If you seek a comprehensive, integrated approach to your financial situation, our process begins with an introductory call. We gather detailed information, discuss our observations, and collaboratively determine the best path forward for your unique needs.

Our Pricing

Our fees are based on your situation and the services rendered. Choose from ongoing comprehensive financial planning and investment management options.

Your Role

Communication is key. We ask our clients to share concerns and updates regarding their financial plans, market conditions, life events, and more. A successful relationship is built on mutual respect, honesty, and trust. 

WHY WE DO IT

Balance today’s demands and secure your finances for tomorrow.

We’re dedicated to assisting you in balancing today’s demands with securing your future needs through a lasting, trust-filled relationship.

Our focus lies in comprehensive financial planning, not short-term market forecasts. Succession Financial understands that true wealth extends beyond monetary gains; it’s about having control over your time, enabling you to cherish moments with your loved ones and engage in the activities that bring you joy.

GET STARTED

Navigate your financial future with us.

We work with ordinary folks, simplifying and coordinating their financial lives. If you’re ready to take the next step toward financial success, schedule a call with us. Let’s navigate your financial future together.

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