Your 20-Minute Estate Plan Review
Whether you have documents or are starting from scratch, we'll look at what you have and what your family needs next. By phone, with Eric.
Eric Rodriguez · Estate Planning Advisor · AFC®
By the end you'll know:
- What's already working
- What may not work the way you expect
- What, if anything, needs attention
Thumbtack Top Pro · Flat-rate pricing · The notary comes to you · Se habla español
FamilyTrustGuard works within an advisor and attorney network that serves more than 2,500 families a year.
Pick a time that works for you
Prefer to talk first? Call or text (856) 644-6521
About Eric
Eric Rodriguez, AFC® (Accredited Financial Counselor, certified through AFCPE®)
Financial counselor to military families.
Not affiliated with or endorsed by the Department of Defense.
Flat-rate plans, and the notary comes to you. Se habla español.
More about Eric →