Estate & Business Analysis

ESTATE & BUSINESS ANALYSIS

Live in the present and plan for the future.  Financial security is a primary goal for most people.  Let our extensive business and estate analysis knowledge help you find solutions to forge your path to monetary freedom.

Estate Analysis

Everyone can benefit from a well laid our plan.  It is our goal at Pearson & Company to assist you in customizing an estate plan that will allow you to meet your economic objectives, provide for your loved ones and even bestow funds upon those charities, organizations and philanthropic foundations most important to you.

Estate planning requires great attention to detail.  Pearson & Company, along with your attorney and accountant, coordinated the outline and implementation on a tax favored basis.

As your estate issues change, we will be there to help you adjust.  Pearson & Company will be your partner in maintaining the best possible estate plan.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck