Estate Planning

Planning for all of life’s unknowns

Life is full of uncertainties, but with proactive planning, you can help alleviate the financial and logistical burdens that can fall on your loved ones in their most difficult times of grief—following your death or a disabling event.

Estate Planning

As a planning-first organization, our advisors are dedicated to driving important conversations for the protection of your overall financial well-being. An important piece of this puzzle is coordinating with legal professionals as needed to help ensure you have all current and appropriate legal documents in a single protected place through our Family Estate Organizer TM binder, which may include:

  • Living wills

  • Powers of attorney

  • Trusts

  • Tax returns

  • Designated beneficiary forms

  • Usernames and passwords

Insurance

Proper insurance planning is another key consideration for protecting yourself or loved ones from catastrophic events and may also be a tool to potentially enhance tax efficiencies in your plan. Your PCA advisor will review for over- or under-coverage or strategies to help optimize your comprehensive plan, which may include:

  • Life insurance

  • Medicare and health insurance

  • Disability and long-term care

From evolving legislation to new developments in your personal life, your advisor will guide you through a series of vital questions to help clarify your goals, determine any gaps in your planning, and provide regular accountability to keep your plans up to date as your life evolves.

Get Started

When is the last time your estate and insurance plans were reviewed as a part of your complete financial picture? Find an advisor to discuss your creating your holistic financial plan, today.

A little more about us

15,000+

Customers Servied

12+

Years in Business

Don't take our word for it, Hear from our clients

We’re here to help you reach the retirement and financial goals you want. Here from some of our customers, and start planning for what comes next with a personalized plan.

Carmen Diaz

Very helpful and educational. Kept it simple and now I feel confident about my future and my children’s future. They tailored everything for my family and took my goals seriously. Hard to find people who truly care and do what they say! Highly recommend!!

Tasdeep Singh

Amazing to do business with TGE. It is a high quality business with honest and reliable people. They make everything very simple and straightforward.

Mary Earnest

They are knowledgeable, honest and will genuinely help/educate you on how to create wealth for you and your family.

Colette Baloney

Armo went beyond the call of duty to explain each product I was interested in. He sat with my entire family so that we all understood the value of insurance and most importantly he returns phone calls even on a Sunday!!

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Get in Touch

25 Town Center Blvd., Crestview Hills KY 41017

Financial Planning and Advisory Services are offered through MB Longland ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Longland Group LLC and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Longland Group LLC are not affiliated with PCA. Information received from this website should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.Financial Planning and Advisory Services are offered through MB Longland ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. PCA and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by those states in which PCA maintains clients. PCA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. This brochure is limited to the dissemination of general information pertaining to its investment advisory/management services. Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. Longland Group LLC and PCA are separate, non- affiliated entities. PCA does not provide tax or legal advice.  Insurance and Tax Services offered through Longland Group LLC are not affiliated with PCA.  Information received from this website should not be viewed as investment advice.  Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. This site may contain links to articles or other information that may be contained on a third-party website. PCA is not responsible for and does not control, adopt, or endorse any content contained on any third party website.  For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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