The Estate Planning Professionals
We believe it takes a team to meet all the needs and challenges of building an efficient Estate or Retirement Plan. The basic approach to your plan is Unique. Multiple independent professionals consult to address retirement and estate planning needs.
Independent Professionals Working Together To Establish Your Estate Plan:
Eric Riggenbach*
Executive Director
Financial Guide and Retirement Income planner
Keith Vanover
Estate Attorney
2018 Lewis Turner Boulevard
Suite D
Fort Walton Beach, FL 32547
Nancy L. Watson
CPA and MBA
3 12th Ave.
Shalimar, FL 32579
John Phillips
Certified Public Accountant
144 Mary Esther Boulevard
Suite 18
Mary Esther, FL 32569
*Eric Riggenbach offers Securities through Client One Securities, LLC Member FINRA/SIPC. Cornerstone Financial and Client One Securities, LLC are not affiliated
Understanding Your Estate: Critical Elements of an Estate Planning Strategy
Establishing an estate planning strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.
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