The Importance of Estate Planning: Your Values & Legacy

June 2024

With June already upon us, our family is getting excited for the end of the school year and warmer weather. It's hard to believe my twins, Preston and Gianna, are preparing to graduate from middle school - where does the time go? They'll be heading off to high school next year.

In the midst of summer fun, I remain committed to staying on top of the latest economic and market developments as they relate to your financial well-being. If you have any questions or would like to discuss your financial strategy in more detail, please reach out. My priority is to provide you with the guidance and support needed to achieve your unique financial goals.

Yours truly,

Estate Planning: Why it is Essential for Protecting Your Family's Financial Future

Estate planning is a crucial component of any comprehensive financial strategy, yet it is often overlooked. By creating a well-crafted estate plan, you can help ensure that your assets are distributed according to your wishes and that your loved ones are taken care of. In my recent blog post, I share some of the key elements of estate planning and discuss why it's a vital tool for safeguarding your family's financial future.

Blog Post: Estate Planning

Tax Advisor Partnership

With tax season behind us, now is an ideal time for your tax advisor and me to connect directly if we haven't already. We work in close partnership to align your financial plan and investment strategies with your tax situation. Let me know if you would like me to coordinate that meeting.

Learn More: Tax Advisor Partnership

Certus Wealth Management

Joel Van Hofwegen, CFP®

Founder / Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™

650.232.2023

info@certuswealthmanagement.com

www.certuswealthmanagement.com

Financial Advice is offered through Certus Wealth Management LLC, a Registered Investment Adviser.

This message and any attachments are solely for the intended recipient and may contain confidential or privileged information. If you are not the intended recipient, any disclosure, copying, use, or distribution of the information included in this message and any attachments is prohibited. If you have received this communication in error, please notify us by reply email and immediately and permanently delete this message and any attachments. Thank you.

This material prepared by Certus Wealth Management, LLC (“Certus Wealth”) is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Opinions expressed by Certus Wealth are based on economic or market conditions at the time this material was written. Economies and markets fluctuate. Actual economic or market events may turn out differently than anticipated. Facts presented have been obtained from sources believed to be reliable. Certus Wealth, however, cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Certus Wealth does not provide tax or legal advice, and nothing contained in these materials should be taken as tax or legal advice.