Estate Planning

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Take control of your financial destiny with our expert guidance.

Secure your future
Protect what matters most today.
Explore your options for a solid financial foundation.
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Secure your legacy
Plan for the future with confidence
Protect your family's future with a solid plan today.
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Empower your future
Make informed choices today
Ensure your wishes are respected with clear guidance.
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Expert financial solutions

Secure your future with confidence.
Experience seamless and secure financial planning with our expert guidance. Protect your assets and ensure your loved ones are taken care of with our tailored solutions.

Secure your future

Protect your assets with confidence.

Secure your future
Protect your assets effortlessly
Empower your financial journey with our expert guidance.
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What is a comprehensive estate plan?

  • Last Will & Testament Also called a Will, this document describes how a person’s debts are to be paid and assets distributed at his or her death. It names a Guardian for minor children, and names an executor or personal representative to oversee the settlement of the estate.
  • Living Trust Also called a Revocable Trust, this type of trust is often used to avoid probate. It can be changed or revoked at any time (and from time to time) during the lifetime of the person (called the settlor or the grantor) who set it up.
  • Power of Attorney This is a document that names and authorizes a person(s) to make financial decisions and/or transactions for another person (called the principal).
  • Living Will Declaration Also called an Advance Directive, this document instructs your physicians and loved ones as to your intentions regarding life support (i.e., artificial nutrition, hydration, and respiration), in the event that you are permanently unconscious or have a terminal condition.
  • Healthcare Surrogate Designation Also called a Health Care Power of Attorney, this is a document naming a person to make health care decisions for another person (called the principal) when the principal is no longer able to do so.
  • HIPAA Authorization
    “HIPAA” is the Health Insurance Portability and Accountability Act of 1996, a federal law that protects a person’s private medical and mental health information. A HIPAA Authorization is a document that designates a person(s) who may receive another person’s private medical and mental health information. You have some important decisions to make. Download our free Estate Planning Worksheet below

    Planning Worksheet

Affordable solutions

Tailored plans for your needs
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Financial consultation
Tailored financial planning to meet your unique needs.
Unlock your financial potential with our personalized financial consultation services. At RockSteady Financial Group, we believe that every individual deserves a tailored approach to financial planning. Our expert advisors work closely with you to assess your unique financial situation, goals, and aspirations. Whether you're planning for retirement, saving for your child's education, or looking to invest wisely, our dedicated team is here to guide you every step of the way. Experience peace of mind and clarity in your financial decisions with our comprehensive consultations, designed to empower you on your journey to financial freedom.

Select Plan

  • Last Will & Testament
  • Children's Trust
  • Durable Financial Power of Attorney
  • Healthcare Surrogate Designation
  • HIPAA Authorization
  • Advance Directive
  • Living Will
  • Pet Trust
  • LifeVault cloud storage
  • Spouse plan included
  • 30-Day Money-Back Guarantee
$400
Or finance for 12 months @ $40/month. Renews at $8/month after first year.
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Premium Probate Avoidance Package

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  • Last Will & Testament
  • Children's Trust
  • Durable Financial Power of Attorney
  • Healthcare Surrogate Designation
  • HIPAA Authorization
  • Advance Directive
  • Living Will
  • Pet Trust
  • Revocable Living Trust
  • Probate Avoidance
  • LifeVault cloud storage
  • Spouse plan included
  • 30-Day Money-Back Guarantee
$600
Or finance for 12 months @ $60/month. Renews at $8/month after first year.
Book a consultation
Irrevocable Life Insurance Trust

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  • Irrevocable Life Insurance Trust
  • LifeVault cloud storage (100GB)
  • Spouse trust included
  • 30-Day Money Back Guarantee
$750
Renews at $8/month after first year.
Book a consultation
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Retirement planning
Secure your dream retirement with expert guidance.
Plan for a secure and fulfilling retirement with RockSteady Financial Group. Our retirement planning services provide you with a roadmap to achieve your dream retirement lifestyle. We understand that every individual has different aspirations and needs, which is why we develop customized strategies that align with your retirement goals. From saving and investing to understanding Social Security benefits, we cover every aspect of retirement planning. Our knowledgeable advisors are dedicated to guiding you through the complexities of retirement, ensuring you have the resources and confidence to enjoy your golden years without financial worries.

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  • Financial Durable Power of Attorney
  • Living Will Declaration
  • Advance Directive
  • Medical Power of Attorney
  • Healthcare Surrogate
  • HIPAA Authorization
$99
Renews at $8/month after first year.
Book a consultation
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Investment strategies
Maximize your returns with smart investment strategies.
Discover innovative investment strategies tailored to your financial goals with RockSteady Financial Group. Our seasoned experts analyze market trends and your unique risk tolerance to create a diversified investment portfolio that aims to maximize returns while minimizing risks. Whether you're a seasoned investor or just starting out, we equip you with the knowledge and tools necessary to navigate the ever-changing financial landscape. Our proactive approach to investment management ensures that your portfolio evolves in alignment with market conditions and your personal objectives. Join us to start building a brighter financial future through strategic investing.

Select Plan

  • Financial Durable Power of Attorney
  • Living Will Declaration
  • Advance Directive
  • Medical Power of Attorney
  • Healthcare Surrogate
  • HIPAA Authorization
  • FERPA Consent
$99
Renews at $8/month after first year.
Book a consultation

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