Are You Not Confident About Your Financial Advisor’s Ability to Plan for Your Estate and Legacy?
Many financial professionals are experienced in growing assets. However, when advanced estate and legacy planning for high net worth individuals comes into the picture, they may not understand the nuances.
Don’t you owe it to yourself to explore your options and schedule time for a discussion with a top experienced legacy planner in the Atlanta area?
The Holidays are Time for Family and Community. Would You Like to Continue to be Present for them Long into the Future?
Do the holidays have you thinking about what more you can do for your family, friends, and members of your community?
You may be considering leaving a meaningful legacy to your family or an organization you feel passionate about. It is the ideal way to have an impact long into the future.
The issue: Many wealth managers are experienced in growing assets or handling retirement distributions. However, they know little about the intricacies of advanced estate and legacy planning.
Introducing Mike Doyle, Atlanta’s Estate and Legacy Planning Expert
Mike Doyle of Aurora Investment Counsel has extensive experience working with clients in the Atlanta area to achieve their financial dreams and goals, including leaving a legacy. This could include:
- Providing for family members and friends after you’re gone
- Endowing a college, hospital, library, or other institution
- Doing something special for the community you love
- And much more.
Mike is a Certified Financial Planner, so you can rest assured knowing he is committed to your best interests. He is a friendly and knowledgeable financial professional who will take the time to learn about you and your estate — and legacy — planning goals and work diligently to help you achieve them.
Plus, Mike will make it easy to move from your current financial professional if you decide to make a change.
Don’t you one it to yourself, your loved ones, and your community to explore your options for a wealth advisory relationship more attuned to your goals?
Book a complementary conversation with Mike today.
Why Aurora Investment Counsel
Aurora Investment Counsel delivers expert wealth management and investment services tailored for high-net-worth clients.
As your dedicated investment counsel, Aurora values what matters most to you. We strive to provide the individualized service you deserve and value building wealth slowly and consistently over time. That’s why we work hard to cultivate enduring personal relationships rooted in mutual trust.
Aurora is an employee-owned independent firm. We pride ourselves on a disciplined financial planning process and our ability to add value through security selection. For over 25 years, Aurora has sought to provide you peace of mind, knowing your important financial decisions have been taken care of.
