Estate/Legal Planning

Estate Planning is an important element in a person’s financial plan

It can contribute greatly to one’s peace of mind. We have a great deal of experience and expertise in estate planning and can guide you through creating a plan that fits your particular needs. We are sure you’ll find our personal approach and understanding of estate planning elements valuable and will appreciate our process of creating your estate plan.

The elements we review and consider when creating your estate plan include, but are not limited to, the following items:

  • The costs and financial burdens of estate settlements
    • Probate fees
    • Death taxes
    • Proper arrangement of assets – liquidity and cash flow
  • Transferring of assets and critical details that can minimize delays and expense
  • Care of minors
  • Selection of asset manager
  • Distributions
  • Wills & Trusts
  • Corporate and individual fiduciary
  • Advance health care directives
  • Items to discuss with legal guidance

We understand and appreciate how hard this type of planning can be emotionally and assure you that our experience and expertise will make the process as easy as possible. Give us a call today and we will help make the complicated choices of estate planning simple and easy to understand.

Securities and Advisory Services offered through Geneos Wealth Management, Inc., Member FINRA/SIPC

Financial Planning offered through Irongate Financial Services, Inc., A Registered Investment Advisor with the State of Colorado

Geneos Wealth Management and Irongate Financial Services, Inc. are not affiliated.

Geneos Privacy Policy

Securities and Investment Advisory Services offered through Geneos Wealth Management, Inc., Member
FINRA/SIPC 

Investment Advisory Services offered through Irongate Financial Services, Inc., A Registered Investment Advisor

 Geneos Privacy Policy 

David L. Stevens is a Registered Representative of and offers securities products & advisory services through Geneos Wealth Management, Inc., a Registered Broker-Dealer, member FINRA/SIPC.

David L. Stevens is also separately registered as an investment advisor representative under Irongate Financial Services, Inc., a Registered Investment Advisor registered with the State of Colorado. Advisory services are offered through Irongate Financial Services Inc.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator and/or FINRA at www.finra.org.

Irongate Financial Services, Inc. Privacy Statement

 

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