Services
Comprehensive and affordable estate and financial planning.
Step One
We will conduct a comprehensive consultation, where we actively listen to individual financial goals and aspirations, to tailor a customized plan for our clients.
Step Two
We demonstrate disciplined planning strategies by meticulously analyzing clients’ financial profiles, setting clear goals, and adhering to a well-defined budgeting process.
Step Three
We will regularly review client portfolios to assess the effectiveness of strategies and make timely adjustments as needed, ensuring clients remain on track to achieve their financial goals.
Premier estate planning, focused on families while building generational wealth
Interested in attending an educational estate planning seminar or event for free?
Our free workshops are designed to help you avoid probate.
Getting started with estate planning can be complex. Our seminars guide you through the essential steps to protect your family and keep your assets completely out of probate court.
These seminars are tailored for homeowners aged 55 and above.
Select an event date below to view the details and register.
At RJP Estate Planning, we believe that financial security and stability aren't just goals—they're legacies worth preserving.
It’s our honor to be a part of that journey. Whether it’s planning for retirement, protecting assets, or ensuring loved ones are well-provided for, we’re here to help.