Nik Rajput, CFP, RIS
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Our team provides access to comprehensive financial, estate and wealth protection planning to create customized strategies that fit your goals. Working with individuals, multi-generational families, and business owners, I believe every person should have a holistic financial plan that they understand. A plan that adapts as life happens and remains current to capitalize on valuable opportunities as
09/03/2021
Do you have a Will for yourself and as a family? How does your financial plan help you protect your estate and maximize the tax efficiency?
Talk to me. Let's chat to find out how we can help!
Why everyone should have an estate plan - Servus Credit Union Creating an estate plan with a will, power of attorney and a personal directive is beneficial for everyone.
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