Protecting your assets for the future


You can provide support and financial stability for your family by planning now for how you want your finances handled in the years to come. Call us to see how we can help. 877-662-7447

What you should consider

Plan for your family's future with the assistance of services designed to help you make the most of your assets.

Have you designated beneficiaries?

Make sure your assets will go to the people you want to inherit them by keeping your beneficiary designations up to date.
View our Guide to beneficiaries »

Do you have a trust?

Our trust professionals have the expertise, objectivity, and time to manage your trust assets or serve as trustee and administer your trust in accordance with your trust document.
Learn about our trust services »

Is it time to seek advice?

Whether you want an expert's opinion, a complete financial plan, or ongoing asset management, you can rely on our experienced professionals for guidance and advice.
Find the right kind of advice »

Are you inheriting a Vanguard account?

When a loved one passes away, we can help ease the burden of dealing with financial matters related to the loved one's Vanguard accounts. Our experienced associates can answer questions about the accounts you're inheriting.
Inheriting a Vanguard account »

Everyone needs an estate plan

You may think estate plans are only for the wealthy. That's not the case.

No mattter how large or small your assets are, an estate plan will make sure your wishes are carried out and help ensure your legacy.

These articles will help you learn why estate plans are for everyone.

Why you need an estate plan

Invest now

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