Estate Planning

Investment Planning

Risk Management

Business Insurance

Tax Strategies

Estate Planning

Retirement Planning

Risk Management

Personal Insurance

Estate planning is managing your will and your wishes while you are alive and after you pass. It’s about passing on what’s important to you to the ones and things you care about most in a timely and efficient manner.

At Wickham Financial & Insurance Services, we work closely with your estate attorney to take an inventory of your assets, identify tax strategies, review your goals and objectives, and make sure you have the proper insurance in place. This can help preserve your wealth and protect it from potential risks.

Get in touch to see how we can assist with your estate planning needs.

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