(215) 760-7267

Estate and Legacy Planning

Arranging assets for your loved ones

What is Legacy Planning?

Legacy planning, or estate planning, is the act of preparing how to leave your property and other assets to loved ones after your passing. The strategy involves planning the transfer of your wealth and assets from you to your heirs. 

Depending on your total assets, this plan could be small or incredibly complex.

How Cissne Wealth Management Helps

At Cissne Wealth management, we’ll arrange your investments and build a proper financial plan that works toward a strong financial legacy for your heir(s).

Want a free consultation on your financial situation? We’re happy to help, just call us!

Monday – Friday

(215) 760-7267