Professional Estate Planning

Guiding your financial future in an uncertain world

Estate Planning designed for your peace and confidence.

While it’s a discussion most people would prefer not to have, financial planning for the end of your life has importance for you and your family. Laguna can work with your estate planning attorney and CPA to bring you and your family a peace and confidence that your investments within your estate will be handled properly and as you see fit.

Working with your Estate Planning Attorney and CPA, Laguna will help guide you on a path forward to achieving your legacy goals and getting the most out of your wealth. Our investment advisors in Santa Barbara can help you navigate the complexities of estate planning. When you are ready to have these conversations, Laguna will help you consider options and structure a strategy that’s suited for your goals and situation.

1

SUBMIT A CLIENT PROFILE

We get to know you and learn about your investment and financial situation

2

DISCUSS YOUR GOALS AND DEVELOP A PLAN

We structure a plan for reaching your financial goals

3

IMPLEMENT YOUR PLAN WITH PEACE AND CONFIDENCE

We oversee your plan and guide you throughout your life’s changes