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Estate Planning

Smart Estate Planning... Made Simple

Thoughtful Advisors is proud to offer a better estate planning experience. We bring our attorneys to you through advanced automation and create an estate plan in real time in four simple steps:

EDUCATE - client meets with thoughtful advisors for a no cost estate plan review
CREATE - attorney and advanced automation recommend, review and draft documents in our office
SIGN - thoughtful advisors helps client sign and notarize documents in our office
UPDATE - revisions, amendments or changes are included in on-going client service with no additional costs

We offer our estate planning service with a 100% satisfaction guarantee. If you’re not completely satisfied with your estate planning experience, we refund 100% of your money – no questions asked.

Do you want to start your Estate Planning on your own?

Thoughtful Advisors has partnered with EstatePlan Navigator™ to offer our clients and friends an easy do-it-yourself solution to properly prepare your Estate Plan.

Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Thoughtful Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Thoughtful Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

The Better Business Bureau (BBB) is a membership organization governed by The Council of BBBs, Inc. Businesses in the U.S. and Canada may apply for accreditation with their local BBB and are evaluated on eight BBB Standards of Trust, which are defined as a comprehensive set of best practices for how businesses should treat the public in a fair and honest manner. Businesses must pay a fee for accreditation review and monitoring for continued compliance to BBB standards when applying for accreditation. BBB assigns ratings to accredited businesses, which range from A+ (highest) to F (lowest) and are based on a defined set of rating elements. BBB logos and/or trademarks are property of their respective owners and no endorsement of Gary LoDuca or Thoughtful Advisors is stated or implied. BBB and Retirement Wealth Advisors, Inc. (RWA) are not affiliated.
For the detailed requirements of the Better Business Bureau, please visit: https://www.bbb.org/

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