At Moore’s Wealth Management, our advisors work with our clients to prepare an estate planthat will give you the opportunity to have the peace of mind about your family’sfinancial future.
Our team of financial specialists will help you create a long-term care strategy that covers all aspects of estate planning from your will, to your life insurance and trust. We will help you navigate beneficiary forms and transferring your assets to your beneficiaries in the most tax efficient manner.
The Moore’s family is committed to helping you build aestate plan for the future that takes care of your loved ones when the time comes. To learn more about our estate planning services and start the process today, schedule a complimentary retirement strategy session with one of our expert advisors.
Moore’s Wealth Management. Protecting Your Future.
ATHENS OFFICE
1551 Jennings Mill Road
Suite 2600-D
Watkinsville, GA 30677
(770) 535-5000
(770) 535-5018