Estate Planning Seminar
Reeder Plachta Murphy is excited to partner with Cross State Financial to host an Estate Planning Seminar where different topics will be discussed on how to prepare for the future based on your current situation. We hope that you join us for this town hall discussion so that we can answer your questions about how to create the best plan for your future. Fill out the form below to RSVP to this exciting event!
Date: Thursday, July 21, 2022
Time: 7:00 – 8:30
Location: Watermark Country Club
Grand River Room
1600 Galbraith Ave SE
Grand Rapids, MI 49546
Who will be there to answer my questions?
Why Choose an Estate Plan with Reeder Plachta Murphy?
Planning for the future can be very difficult to start. That is why the experts at Reeder Plachta Murphy and Cross State Financial will help you create the best plan for your future. We take everything into account since it is such a broad topic that many factors must be discussed. We want you and your family to have peace of mind that your future will be successfully planned for.
Personalized and meaningful estate planning is the key to understanding what your family needs and provides you with confidence in knowing your family’s future is secure. With all of life’s changes, your plan must stay up to date with those changes. If you select an estate plan with our team of experts, you will be reminded every 3 years to come in and review it with us for free.
We look forward to seeing you at our estate planning seminar on July 21st! Fill out the form above to save your spot and secure your family’s future!
Why Invest with Cross State Financial Group?
Cross State Financial is a team of fiduciary financial advisors that create personalized financial plans and investment portfolios for their clients and clients’ families. They help clients evaluate their short and long-term financial goals, then create and manage custom portfolios designed to accomplish them. They reach out to meet with their clients regularly to make sure the plans that have been put in place continue to meet the clients’ needs and wishes.
When it comes to transferring wealth to the next generation, Cross State Financial works closely with their clients’ attorneys and accountants to coordinate all recommendations with their financial plans and investment strategies. Since each family is different, the Cross State team takes the time to understand each client’s goals so their financial plan is customized specifically for them. They do not believe in a one-size-fits-all plan or solution.