FINANCIAL SYNERGISTICS
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Estate Planning

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One of our first questions we like to ask clients is, “How do you want to treat your heirs, Equally or Fairly?”  This question might be the first step to identifying the direction of any estate plan.  For some people, these two words may mean the same thing and for others, they don’t.  This isn’t a question about net worth or estate or transfer taxes.  It is a question about asset transfer and how you want it to be handled on your behalf. 

It’s worth your time to become educated in the options you can explore now and into the future. It’s worth your time to build in defensive steps to protecting and passing on your wealth. Energy invested to protect what you have created is worth it. This type of planning is your family’s generational peace of mind.
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We have a proud tradition of helping our clients accumulate wealth through quality planning that stands up against time, transitions, and taxes.


Decades of Guidance. Generations Empowered.®
CORPORATE  OFFICE
180 E. Main Street, Suite 206
Tustin, CA 92780
T. 949.329.3408
​F. 949.377.3268
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REGIONAL OFFICE
2911 Turtle Creek Blvd, Suite 300-11a
Dallas, TX 75219
T. 949.329.3406
​F. 949.377.3268​
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  • Home
  • WHY US
    • Generations Strong
    • Family Centric
    • Planning Integrity
    • Productive Know-How
    • Circle of Influence
    • Lead by Example
    • Agile Solutions
    • Future Focused
  • WHO WE SERVE
    • Familes & Individuals >
      • Actively Outdoors
      • Inspired Retirees
      • Multi-Generations
      • Philanthropic Singles
      • Rainmakers
      • Suddenly Single
      • Young Professionals
    • Businesses >
      • Solopreneurs
      • Start-Ups
      • Family Business
      • Mature Business
      • Transitioning Business
  • WHAT WE OFFER
    • Individuals & Families >
      • Estate Planning
      • Family Wealth Planning
      • Retirement Road Mapping
      • Life Insurance
      • Protection Strategies
    • Businesses & Owners >
      • Asset Protection
      • Business Structure
      • Business Transition
      • Employee Retirement Plans
      • Executive Retention
  • INSIGHTS LIBRARY
  • PURE PERSPECTIVE
  • GIVING BACK
  • OUR TEAM
  • NEWS
  • CONNECT