How Majestic Financial Serves Families
Not every person in the family has the same financial goals or career path. At Majestic, our financial advisors want to work with the entire family, including multi-generational families, to help with wealth management. This could mean helping a grandparent pass assets down one or more generations, or helping a family member save for education for their own children. Whatever the situation is, we can create a financial plan tailored to the individual needs. There may also be changes coming to the estate tax exemption, which can create a need for generational planning for families that may not think of themselves as wealthy enough to need this type of plan. Let’s work together to identify short and long term needs to protect your family.
