Estate Planning

Beneficiary Planning

Leaving a legacy – it’s what we all want to do for our family when we can no longer physically preside over our own finances.  At Sgroi, we know just how important your financial future is, especially when that future is providing for your loved ones.  Our expertise in beneficiary planning allows you to place your investments in the hands of the people you choose the way you intend when you are gone.  The peace that comes with a solid plan for your family’s future is our priority at Sgroi – ask us how to put your plan in place today!