Estate Planning
Estate Planning That Puts You in Control
Navigating generational wealth transfer can be overwhelming. We’re here to simplify the process and guide you every step of the way.
Preserve Your Legacy
Pass on Purposefully
Reduce the Burden
OUR SERVICES
At Archer Financial Consulting, we don’t believe in cookie-cutter solutions.
We listen first, build trust, and design a personalized strategy built around your needs.
Wealth Transfer Strategy
Your values deserve to last longer than your lifetime. We help you create a strategy for transferring assets efficiently to children, grandchildren, or charities—without unnecessary taxes or confusion.
Estate Liquidity & Tax Management
We can help ensure your estate has enough liquidity to pay taxes and final expenses, so your loved ones don’t have to scramble to cover costs.
We work alongside legal and tax professionals to help integrate trusts, gifts, and insurance into a comprehensive estate plan that reflects your wishes and protects your legacy.
Trust & Gifting Support
Charitable Giving Plans
Want to make a lasting impact? We’ll help you explore tax-smart giving strategies that align with your values and long-term goals.
Protecting What Matters Most
Estate planning is about more than just documents — it’s about protecting your family’s future. We’ll help you build a plan that reflects your values, preserves your legacy, and passes on peace of mind.
“We always talked about a will but never got around to it. Kurt helped us create a full estate plan we feel good about.”
Linda & James C. – Retired Couple
“After my father passed, I had no idea what to do. Kurt was patient, knowledgeable, and helped me make smart choices.”
Thomas W. – Inheritance Recipient
“He helped us structure our estate in a way that keeps things simple for our kids — and tax efficient, too.”
Elliot D. – Family Business Co-Owner
”Kurt helped us navigate a tricky situation with clarity and compassion. I now know my kids will be taken care of.”
Monique F. – Blended Family Parent
What Our Clients Are Saying
Let’s talk through your goals and see how we can help. No jargon. No pressure. Just smart guidance.
Ready to explore your options?
Let’s Start With a Conversation
No Pressure
There’s no cost or commitment — just a conversation to explore your options.
It’s About You
We’ll take the time to understand your goals, priorities, and where you’re at.
Honest Guidance
Expect clear, thoughtful advice — no jargon, no pushy sales tactics.
A Plan That Fits
We’ll talk about next steps and help you move forward with confidence.
