Estate Planning

PROTECTING YOUR DOLLAR

Our goal is not only to address the upside of financial management, but also the potential downside facing our clients. This includes the detection and education of proper estate planning to best accompany your financial planning efforts. Based on our experiences and resources, we discuss issues to consider in building and maintaining your estate plan. Then, as your advocate, we can explore professional attorney relationships that can collaborate with you in our effort to ensure your assets are used in the manner you desire. It’s your hard-earned money, let’s see to it that it is well-protected.

6410 Enterprise Ln., Ste. 120

Madison, WI 53719

(608) 286-1321

tsbickmore@lbw-wealth.com

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Leach, Bickmore & Weiss Wealth Management is a registered trademark of Leach, Bickmore & Weiss Wealth Management, LLC

LBW Wealth Management is a registered trademark of Leach, Bickmore & Weiss Wealth Management, LLC

Photo Courtesy of John Swise, Rebecca Li and Katie Dunkel

Copyright © 2019 by Leach, Bickmore & Weiss Wealth Management, LLC.  All rights reserved.