What happens if you're unable to make important decisions while you're still alive? Join Erik Rome as he dives into crucial aspects of estate planning and answers some crucial questions. Don't miss this! Watch now: https://lnkd.in/gGEDSsGd
Metcalf Partners Wealth Management
金融服务
Overland Park，Kansas 1,917 位关注者
Every day you are one day closer to your dream. Let us help you get there.
关于我们
Metcalf Partners Wealth Management is a registered representative with and securities offered through LPL Financial, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "See Contact Info" section. Investment advice is offered through WCG Wealth Advisors, a registered investment adviser. WCG Wealth Advisors and Metcalf Partners Wealth Management is a/are separate entity/entities from LPL Financial.
Third-party posts found on this profile do not reflect the views of WCG Wealth Advisors, LLC or Metcalf Partners Wealth Management and have not been reviewed by LPL Financial as to accuracy or completeness.
- 网站
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https://www.metcalfpartners.com/
Metcalf Partners Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Overland Park，Kansas
- 类型
- 上市公司
地点
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主要
获取路线
6800 College Blvd
Ste. 320
US，Kansas，Overland Park，66211
Metcalf Partners Wealth Management员工
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Jeb Graham, CFP?
Financial Advisor, Founder, CEO, Student of Investments, Husband, Father, Golf and Pickleball Enthusiast
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Ethan Hutcheson, AAMS?
Partner at Metcalf Partners Wealth Management
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Eric Wymore, AIF?
Partner and Wealth Manager at Metcalf Partners Wealth Management
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Ethan Hutcheson
Partner at Metcalf Partners Wealth Management
动态
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Wondering how savvy investors are navigating this week’s market? Our latest commentary shares success stories and strategies that you can implement too! Don’t miss out – read now! https://lnkd.in/gUhgiQ_S
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Episode 4 of the Metcalf Money Moment Podcast is live! In this episode, Erik covers essential estate planning topics like avoiding probate, the role of wills, trusts, durable power of attorney, and healthcare directives. They emphasize the importance of choosing the right individuals (family or corporate trustee) and regularly reviewing your plan. Tune in for practical advice on managing your estate and ensuring your wishes are fulfilled seamlessly. Watch now: https://lnkd.in/dWZADsmq
Ep 4 Erik Rome on Estate Planning: Navigating Probate and Choosing the Right Trustee
https://www.youtube.com/
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Good News! Episode 3 of the podcast is out now! We talk about Early Financial Planning... Watch here: https://lnkd.in/gjhBJJMN
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Choosing between a will and a trust depends on your personal needs! ?? Will: Simple to create, names guardians for minor children, but goes through probate and becomes public. ?? Trust: Avoids probate, keeps your affairs private, offers better control over asset distribution, but is more complex to set up. Consider your estate size, privacy needs, and control preferences. A combo of both might be the best approach! https://lnkd.in/g2RApJrc
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Saving for future gifting can help you grow assets and have more to give. Watch our latest podcast here: https://lnkd.in/gRcPAyS8
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Curious about this week's market trends? ?? From rising stocks to unexpected shifts, our latest analysis covers it all! Tap the link to find out how these changes could affect your investments! https://lnkd.in/gUhgiQ_S
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