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- Gabriel F. Burczyk, CEO
- Valerie DeVol, President
- Doug Hutchinson, Director of Research & Trading
- Declan Lynch, Certified Financial Planner®
- Jesse Hindson, Certified Financial Planner®
- Molly Wagner, Client Services Manager
- Angel Barrientos, Senior Client Service Associate
- Nick Goldthorpe, Senior Client Service Associate
- Sydney Shaw, Client & Community Liaison
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Leave Clarity, Not Chaos
Create a Clear, Conflict-Free Estate Plan in 6 Days
Our free email course walks you through the 6 biggest mistakes that derail even well-meaning plans—and how to fix them, without starting over.
No cost. No pressure. Just 6 helpful insights to make your estate plan stronger.
What You’ll Get Inside the 6-Day Email Course:
- 6 short lessons delivered straight to your inbox (no fluff, no jargon)
- Clear explanations of the most common estate planning mistakes
- Simple actions to help you feel more confident about your plan
- Insights from real-life experiences what goes wrong and how to avoid it
- The exact questions to ask your attorney or financial advisor today
Everything You Need to:
✔️ Create or strengthen your estate plan
✔️ Protect your family from conflict and confusion
✔️ Understand wills, trusts, and asset transfers
Make Sure Your Estate Plan Does What You Think It Does
Here are the mistakes we cover over the next 6 days:
Day 1: Relying on Verbal Promises Instead of Legal Documents
Why handwritten notes and text messages can lead to family disputes.
Day 2: Titling Assets Incorrectly or Leaving Beneficiaries Outdated
How a forgotten detail can send assets to the wrong person.
Day 3: Keeping Your Estate Plan a Secret
Why your family needs clarity—and how to give it to them.
Day 4: Assuming Your Will Controls Everything
Which accounts bypass your will, and what you should do about it.
Day 5: Leaving Out Critical Documents from Your Estate Plan
What powers of attorney and healthcare directives really do—and why they matter.
Day 6: Treating Estate Planning as a One-and-Done Task
How to keep your plan current and avoid painful surprises down the road.
Leave Clarity, Not Chaos
Free 6-Day Estate Planning Course
Fill out the form and get the free email course that walks you through the 6 biggest mistakes that derail even well-meaning plans and how to fix them, without starting over.
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