Estate Planning

I can work with you and your other professional advisors – including your CPA and attorney – to develop an estate planning strategy that is appropriate for your circumstances. Feehan Wealth Management does not provide tax advice, so be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. My commitment doesn’t end there, as a Financial Advisor, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, I can help. I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.