Estate Planning and Wealth Transfer


Building a lasting legacy takes more than simply accumulating a large portfolio.  Cedar Point Financial Services LLC can design and execute tax efficient estate transfer strategies to maximize multi-generational wealth.  

We help families who wish to pass down a legacy to future generations through this sensitive estate planning process.  And, for our clients that are also business owners, we offer integrated business succession strategies and estate planning services.  We will work together with your tax and legal team to create and maintain a seamless plan with the goal of protecting and preserving your hard-earned wealth.