Simplified Processes | Experienced Guidance | Advanced Technology
A Partnership Designed for Your Future
At TEAM Retirement Solutions, we believe estate planning is a cornerstone of financial well-being. Through our partnership with Wealth.com, we provide you with the tools and resources designed to help you feel more confident as you shape your legacy. This innovative platform allows you to create, manage and update your estate plan with ease, helping ensure your wishes are clearly defined and securely documented.
Why Wealth.com?
Wealth.com is a cutting-edge estate planning platform developed by leading estate attorneys. It’s the only solution of its kind, designed specifically to support financial advisors and their clients. With Wealth.com, you’ll have access to:
- High-quality estate planning document creation
- Intuitive tools to visualize even the most complex estates
- AI-powered features for seamless data extraction and organization
- Comprehensive reports designed to provide clarity and confidence
The platform’s step-by-step guidance demystifies the estate planning process, making it more accessible and manageable. Plus, you can update your documents as your life and priorities evolve.
Take Control of Your Legacy
Our strategic partnership with Wealth.com means you have another team member to support you on your financial journey. Whether you’re just starting the estate planning process or need to make updates, TEAM Retirement Solutions and Wealth.com are here to help you navigate the process with confidence.
Team Retirement Solutions offers investment advisory services and products through AE Wealth Management, LLC (“AEWM”), a Registered Investment Adviser. When making referrals to Wealth.com, for estate planning, Team Retirement Solutions is acting in a separate outside business capacity. This activity is not part of their financial advisory and investment services. The estate planning services are offered through Wealth.com, a third-party firm who is independent of the firm. AEWM is not affiliated with Wealth.com. AEWM does not oversee, supervise, or guarantee the accuracy of the estate planning activities, output, or services offered through Wealth.com.