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Leave a Legacy
For their future

Let our partners help you discover the right Legacy Plan.

Traditions

$1800 for an individual or $2,200 for a couple

  • Includes the creation of estate documents every household should have: Last Will & Testament, Statutory Durable Power of Attorney, Medical Power of Attorney, HIPAA Release, Directive to Physicians, and Appointment of Agent for Disposition of Remains.
**Also includes either Pre-Need Declaration of Guardian or Guardian Declaration for Minor Children
  • Beneficiary Review
  • Account Type Review
  • Best Practices Consultation

*Additional legal documents available and cost available upon request.

GET STARTED
Heritage

Pricing Available Upon Request

  • Current Estate Documents Review
  • Current Estate Guidelines Review
  • Multi-generational Planning
  • Tax Efficiency Planning
  • Legal Counsel Coordination
  • Charitable Intent Planning

*Additional legal documents available and cost available upon request.

GET STARTED

Items Considered in Pricing: Complexity of Planning Details, Time required, Documents needed, Prep, Pre and Post Work, Attendance to Third Party meetings via teleconference or in person.

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  • GET IN TOUCH WITH US

HOUSTON | 281-816-5051

KINGWOOD | 281-358-0134

Peachtree City | 770-460-5421

IMPORTANT CONSUMER INFORMATION

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Disclosures:
Investment advisory services offered through Thrivent Advisor Network, LLC., (herein referred to as “TAN”), a registered investment adviser. Clients will separately engage an unaffiliated broker-dealer or custodian to safeguard their investment advisory assets. Review the Thrivent Advisor Network Financial Planning and Consulting Services, Investment Management Services (Non-Wrap) and Wrap-Fee Program brochures (Form ADV Part 2A and 2A Appendix 1 brochures) for a full description of services, fees and expenses, available at Thriventadvisornetwork.com. Thrivent Advisor Network, LLC financial advisors may also be registered representatives of a broker-dealer to offer securities products. Visit Investment Adviser Public Disclosures or FINRA’s Broker Check for more information about our Advisory Persons.

Advisory Persons of TAN provide advisory services under a “doing business as” name or may have their own legal business entities. However, advisory services are engaged exclusively through Thrivent Advisor Network, LLC, a registered investment adviser. Awaken Wealth Partners and Thrivent Advisor Network, LLC are not affiliated companies.

Securities offered through Thrivent Investment Management Inc. (“TIMI”), member FINRA and SIPC, and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Thrivent.com/disclosures. TIMI and Awaken Wealth Partners are not affiliated companies.

DISCLOSURES

THRIVENT PRIVACY & SECURITY POLICY

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Check the background of our representatives on FINRA’s BrokerCheck.

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