Continuity & Succession Planning
For Advisors: They say many hands make light work. We offer several types of Continuity and Succession Plans so you can ensure your clients are taken care of no matter what. Working together, we can help set up and execute both your Continuity Plan and Succession Plan.
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Align Wealth Advisors’ ultimate mission is to deliver preparedness and prosperity to its Partners, giving them the confidence in knowing their clients are becoming part of a well-organized, efficient, modern system where their needs are directly met and their money ultimately serves them.
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What Our Partners Need To Know
We are a lifestyle-based planning and investment firm that works to help clients align their personal values with their financial plans. As an independent and boutique planning firm, we help clients to simplify their financial lives through the development of comprehensive and coordinated investment and financial plans. We strive to build meaningful relationships with each of our clients, becoming their go-to financial resource to provide insight, value, and service at every interaction, from working years to retirement, and beyond.
Firm History and Specializations