Doffin Investments is an investment management firm dedicated to providing clients with a simplified approach toward building and managing wealth. Since 2003, we have found pride in developing deep, long-term relationships with our clients. That is why our plans are always personalized and prepared to weather the storms of any wealth lifecycle. While we focus on helping retirement strategies, we also offer ideas for reducing tax liability, minimizing distribution requirements, and maximizing investment-related income. Through personal, hands-on service, we not only support clients toward financial freedom but educate them on the concepts and strategies used to get them there. Altogether, these techniques are used by Doffin Investments to guide our clients toward the three pillars of prosperity: Save. Enjoy. Leave.
Estate planning is a process that encompasses mapping out exactly how your assets and estate will be divided when you pass away or if you happen to become incapacitated. This process includes naming heirs and what they will receive. Estate planning is an essential and valuable piece of your financial puzzle. It is all about leaving the legacy that you desire when you go. Not only does estate planning honor your wishes, but it honors your values and allows them to be passed down to your heirs. Ensure that you are making the most out of the legacy you leave with estate planning. Our firm does not offer legal advice. Consult your legal advisor regarding your situation.
In the estate planning process, an estate planning financial advisor plays a key role. Your estate planning financial advisor will help prevent essential procedures and information from being missed in the process. Some of the crucial roles a financial advisor plays in estate planning include retirement planning, updating beneficiary information, considering significant life changes, and planning long-term care. Your estate planning financial advisor will also have access to other key professionals who will help in estate planning. Your estate planning financial advisor coordinates and provides vital information where needed. Instead of navigating the many complexities of estate planning on your own, having a financial advisor at your side will eliminate many difficulties you may encounter. Our firm does not offer legal advice. Consult your legal advisor regarding your situation.
If you have specific wishes regarding who will inherit your possessions and valuables, you require estate planning. There are rules and laws that one must consider when coming up with a sound estate plan. An estate planning financial advisor will help you navigate the many complexities that come with estate planning. Finding the right estate planning financial advisor shouldn’t be a difficult decision. Our team of financial professionals at Doffin Investments is here to help.