Navigating Life Changes Together

Dealing with your finances alone can be time consuming and a headache. We help you make better financial decisions easily and stress-free. We’ll make sure you’re prepared no matter what life throws at you.

What You Can Expect

We always start with determining your needs, pain points, and goals. Once we gather your data to develop your financial plan, we’ll create options to bring it to life and make sure we stay on track with monthly statements and quarterly reviews. 

 

  • Cash Management 

  • Balance Sheet / Income Statement 

  • Life Insurance Review / Analysis

  • Tax Planning & Tax Reduction Strategies 

  • Secure Document Organization

  • Investment Planning 

  • Retirement Planning 

  • Cash Flow Planning 

  • Trust & Estate Planning

  • Custom Expense Reports

Estate Planning with Hardy Capital

  • Trusted Partnerships

    To provide estate planning to our clients we partnered with the most trusted name in online estate planning: Trust & Will. They are on a mission to ensure that every American leaves a lasting legacy. Trust & Will eliminates the painful process of going through probate court by focusing on digital estate planning that is comprehensive yet does not require an attorney.

    With more than 250,000 members, they are changing the way America plans for the future. Trust & Will makes estate planning inclusive and affordable for everyone.

  • A Modern Approach

    Trust & Will has modernized estate planning with a design-first approach, layered on top of incredible customer support to help people throughout the process. All of their documents have been designed and approved by estate planning attorneys to meet the highest legal standards. The process is simple, secure, and customized for your specific needs and state requirements. They also use bank-level security to protect and encrypt your personal information.

    For other estate planning needs, reach out to us directly at hardycap@savvyadvisors.com

  • Get Started Today

    With an Estate Plan from Trust & Will, you can:

    • Ensure your children are cared for according to your wishes;
    • Direct your assets in a manner that you choose;
    • Keep your family from having to make difficult decisions;
    • Minimize future expenses and reduce estate taxes.

    Click the link below to get started!

Get Started Here