Legacy Planning

At Veater Financial Group, we help you manage your assets while you're here, but do you have a plan for the management of your assets when you're gone? What does one spouse do if the other passes away? What decisions do beneficiaries need to make with the death of a loved one?

As much as we would love to, none of us can see the future and it's important to be prepared. Having a will or trust is an essential part of that preparation.

If you are interested in giving your documents an update or a closer look, Bruce Neilson is available to help you at our office. Bruce graduated from the S.J. Quinney College of Law and has been an attorney for over 30 years. He has the expertise and knowledge to help you successfully navigate the next step for your assets.

Bruce Neilson is an independent party and is unaffiliated with Veater Financial Group and LPL Financial. You are under no obligation to use the services of Bruce Neilson, and may choose the services of any qualified professional.

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