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Estate Planning

Contrary to popular thinking, estate planning is not just for the wealthy. Creating a will and naming a health care proxy (someone who makes medical decisions for you if you are incapacitated) and durable power of attorney (someone designated to decide financial matters if you are unable to do so) can make sure your wishes are honored. Contact us today to see how we can help you develop an appropriate plan.

Our Services

  • 401(k) Benchmarking
  • Financial Planning
  • Retirement Planning
  • Investment Management
  • Estate Planning
  • Risk Management

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5555 Glenridge Connector, Suite 200
Atlanta, GA
30342 United States

  •  Tel: 678-664-9745
  •  Fax: 404-793-0377
  •  andres.romero@e2efinancial.com
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Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), a registered investment adviser. E2E Financial, LLC and Independent Financial Partners are separate entities from LPL Financial.

 

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