Estate Planning for Individuals with Finley Davis

At Finley Davis Financial Group in Eugene, we work hand-in-hand with you to help you reach all of your financial goals, including successful and stress-free estate planning. Our team of experienced, friendly advisors will work with you to create a clear plan for dispersing your estate during your lifetime. Whether it's passing on your life savings of hard work to loved ones or charity, our financial advisors can help.

Learn More about our team >

Taking an Investment Advisory Role

Our financial advisors understand that creating an estate plan is a very personal matter and that how you choose to disperse your estate is up to you. For this reason, we take an investment advisory role and help guide you through the estate planning process. We'll work alongside you to offer guidance and counseling around financial planning and investment portfolio management. However, we know that the best estate plans ultimately come through our client's informed decisions about what is best for them and their loved ones.


Coordinating Services and Reducing Expenses

Regardless of how you choose to disperse your estate, there will be expenses, documents, and logistics to address. To ensure that your plan optimizes your life savings and satisfies your goals, we will:
• Minimize the government's impact and reduce estate tax burdens
• Identify and arrange necessary wills, trusts, beneficiary designations, powers of appointment, and ownership rights
• Coordinate power of attorney with outside legal firms


Estate Planning for the Future

We believe there is no time better than the present to begin estate planning. The sooner you start thinking about how you want to disperse your estate, the more flexibility, and savings you will have down the road. Even when life takes unexpected turns, a thoughtful and clear estate plan will provide a strong foundation for your loved ones and cherished organizations to flourish in the future.

To start creating your estate plan with our financial advisors, contact our office today