Download a Free Electronic Copy of Your Money, Your Way and The Semro Henry Estate Plan Readiness Scorecard™

Want to take control of your money, your way? Not just now, but in the future as well? Here is your invitation to consider literally the last thing anyone wants to think about — what happens after you pass on. You made it this far: you found our page and are considering working with our team of professionals to prepare for the future. If you’re on the fence, you may find our Your Money, Your Way book and our Semro Henry Estate Planning Readiness Scorecard™ helpful. The book provides stories inspired by experiences in our case files and the scorecard helps you see where you stand today. You might see yourself in some of these stories, and at the very least, these tools will give you better context to simply start a conversation with us.

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