Estate Planning

Tax Planning & Preparation

Financial Planning


Estate Planning

Investment Management

Employment Sponsored Plans

Estate Planning

Estate planning protects the wealth you have accumulated throughout your career from federal and state estate and inheritance taxes, and ensuring your assets pass to your heirs is essential.

At Prostatis Financial, this includes will planning, power of attorney for financial matters, and advanced care directives and living wills. We can offer help in any of these areas and more.