Who this is for
Individuals and families who need more than a will in a drawer, including those with children, aging parents, charitable goals, or a business that would stall without them.
Led with Cindy Bragdon
Estate Planning
Name who decides, protect what you have built, and make sure documents work when a family actually needs them.
Planning Specialist Cindy Bragdon, CFP®, CTFA
Cindy Bragdon brings decades of estate, trust, and fiduciary work to this practice. She has spent her career in the rooms where documents either work, or fail, when a family needs them.
Estate planning is not a stack of forms. It is who can sign, who gets paid, who is protected, and how a surviving spouse or child is cared for without a scramble.
When you own a business, succession sits in the same conversation: voting control, payroll, and a surviving family that is not forced into a fire sale.
We work alongside your attorney. We do not replace counsel. We make sure the financial reality of the household, and the company, if you have one, is in the plan.
What you should walk away with
- An estate framework that matches the life you actually live
- Coordination with your estate attorney: plans that can be funded and followed
- Clarity on trusts, beneficiaries, and who steps in during incapacity
- Thoughtful transfer of both wealth and decision-making
Try a related tool
Walk away with a number or a score before you book time. Every result is illustrative only.
After a sale
Owner Wealth Gap
See whether an illustrated sale, plus what you have invested today, could support the income you want later.
2 minutes
Open Owner Wealth GapStart here
Financial Clarity Assessment
Eight questions. Four scores. A plain-language read on cash, visibility, investment alignment, and readiness for the next chapter.
3 minutes
Open Financial Clarity AssessmentReady to talk about estate planning?
Rusty will tell you if this is the right starting point, or if another part of the work should come first.