WEALTHSCAPE NETXCLIENT WEBSITE

CONNECT

Address:

245 Waterman St Ste 301
Providence, RI 02906

Phone:

,Toll Free: 1. 888. 277. 5968, RI: 401. 453. 5550, TX: 972. 563. 8990,

Estate Planning

Estate planning gives you control over the distribution of your wealth and assets after death, allowing you to leave a lasting legacy. Where will your wealth leave the most lasting impact? Who will your heirs be? How do you wish to be cared for should you be unable to communicate? Estate planning encompasses so many important issues.

At CIS we consider estate planning very seriously. It is not something to be glossed over. We sit down with you to discuss all of these unknowns and more, to ensure that your wishes are carried out.

Estate planning also covers numerous tax and and legal issues that you need to be aware of. Please contact us today so that we can discuss how you would like to be remembered.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck