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Financial Planning Attorney - MVP Law Group

Financial Planning Assistance

Learn more about the various financial planning assistance options that MVP Law Group can provide.  Contact us today for a Free Consultation to learn more!

Free Consultation

Book a Free 30 minute Consultation.* Learn how MVP Law Group can help you today!

*Bonus: Also receive a free "Estate Planning Checklist" when you book a consultation.


Financial planning is challenging as individuals balance retirement planning with day-to-day needs.  With life having many ups-and-downs, and unexpected events impacting one’s financial situation it is has become more important to have a solid financial plan that anticipates these events.  MVP Law Group can assist you with this process.


We offer FREE estate and financial plan reviews. During these complimentary reviews we will:

  • We will review the goals of your retirement and estate plan and see if they are still consistent with your existing plan

  • We will discuss your current family dynamics to see if they still match the goals of your estate plan

  • We will review the beneficiary designations of your retirement portfolio and assets to be sure you are taking advantage of the recent law changes

  • We will analyze the impact of any new tax law changes to see if your estate planning documents need to be updated


In addition, we will answer any questions you may have regarding your estate plan and recent law changes. This will provide you with the opportunity to coordinate your financial planning goals with your estate plan.

In addition, find out more with our list of available Planning Resources and Frequently Asked Questions.

How MVP Law Group can help!

Problems can occur when people don’t correctly coordinate all of the aspects of passing on their estate. If you have a well-drafted estate plan in place, you will ensure that your estate passes to whom you want, when you want, and is carried out in your chosen manner. With the right estate plan, you can rest assured that your family won’t have to endure a public process and face high probate costs. The government will also not be able to take a large portion of what you’ve spent a lifetime building. But you need to be aware of the many options that exist in estate planning – and you must choose your estate planning attorney wisely.

We offer a wealth of free information and free estate planning seminars in your area. Explore the resources available on our website, join us for a free Estate Planning Seminar, and request a Free Consultation.

We want you to feel confident about the choices you make, and we can be your guide on the path toward preserving your family’s future.

Financial Planning Legal Services - MVP Law Group
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