<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=317620555296666&amp;ev=PageView&amp;noscript=1">

ALIGN YOUR LEGACY AND GOALS

We carefully craft asset distribution plans to help align your estate plan with both your intended legacy and your beneficiaries’ needs. Designed especially for investors with $2MM+ in investable assets such as money in bank accounts, stocks, bonds and mutual funds.

YOUR PATH TO NET WORTHWHILE®

Our advisors take time to get to know you. We’ll talk about your dreams as well as plans for your legacy. Together, we’ll create a strategy aimed to distribute assets, gain tax and investment efficiencies, and help achieve an effective execution.

  • Grow

    the impact of your money

  • Protect

    all you’ve worked for

  • Give

    where it matters most

  • Live

    the life you want

What our clients are saying

  • “

    They treat my money like it’s their own.

    Mary Beth R.
  • “

    SignatureFD's advice and support has simply been invaluable.

    John Lert
  • “

    It is such a relief to have a clear path to support the organizations we care about.

    Potter Family
  • “

    SignatureFD has helped me navigate life-changing decisions.

    Lynn I.
  • “

    You guys have guided me through navigating what I would do with this sudden infusion.

    Thompson Family
  • “

    I am more confident and worry less about my financial future.

    Elizabeth W.

These testimonials are from current clients and may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for these testimonials.

Contact Us

Complete the form below and an advisor will get in touch. You can also call us at 404-253-7606. Request an Appointment

*Indicates required fields

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.