Estate Planning



Potential Estate Planning Gaps

Safe Landing Financial’s evaluates your complete financial picture to avoid potential estate planning gaps and arrange for assets to flow in the direction of your choice for when you pass away.

The best time to plan is now. If you have an outdated plan or no plan at all, your state may choose how to distribute your assets, and it may not be how you prefer to leave your legacy. It’s important to ensure your wishes are carried out while you can.

We identify your estate planning goals through a collaborative process. Then, we ensure you have the appropriate documents to avoid potential estate planning gaps and arrange for assets to flow in the direction of your choice for when you pass away.

We can work directly with your estate planning attorney to make your financial life run more smoothly. There are no hidden fees.


Estate Planning - Limiting Potential Gaps

Are you looking for a fiduciary to evaluate your complete financial picture to avoid potential estate planning gaps?


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Estate Planning Austin, TX


Know exactly how Safe Landing Financial will help before you pay anything. The first step is a 30-minute meeting with Brian Fry CFP®. The first meeting is to understand the basis of who you are and learn how Safe Landing Financial can help give you more peace of mind in your unique situation.