Enhanced Sidebar and Content
X

Help Make Smart Money Decisions

Protect Your Wealth

Protect Your Wealth

Mitigate Your Taxes

Mitigate Your Taxes

Take Care of Your Loved Ones

Take Care of Your Loved Ones

Make a Difference in the World

Make a Difference in the World
FREE CONSULTATION
Family Wealth Planning Phoenix

Secure Your Legacy: Comprehensive Estate Planning

Planning for the future of your loved ones is crucial. A well-designed estate plan reduces estate taxes and ensures that your wealth is transferred smoothly to your heirs. Don’t wait for a crisis to plan. Proactive estate planning protects your family’s finances and preserves your legacy.
SCHEDULE CALL NOW
Click Here
SCHEDULE CALL NOW

How do I make sure my assets are creditor protected when transferring to my heirs?

We collaborate with experienced estate planning attorneys to create plans that not only reduce estate taxes and maximize the amount your loved ones receive, but also protect your assets from creditors through comprehensive risk management strategies.

How can I successfully pass on values, not just wealth,
to my heirs?

Effective estate planning is more than just money. We assist you in developing a family constitution that will not only instill family values in future generations – fostering a strong legacy – but will also prevent infighting and ensure a smooth wealth transfer while protecting your wishes.
SCHEDULE CALL NOW
Click Here
SCHEDULE CALL NOW
What if I get into a fatal accident tomorrow?
Don’t burden your family with extra responsibilities. Our estate planning services provide peace of mind by implementing a clear wealth transfer plan to ensure your wishes are met while also avoiding confusion and delays. This ensures your legacy is preserved and your assets are protected for future generations.

Wealth Transfer

Over 50% of significant wealth transfers are ultimately unsuccessful. Various reasons such as the assets were misspent, the estate was contested, or potential infighting amongst heirs occurred can quickly derail a well-intentioned wealth transfer plan.
Entrepreneurs  |  Executives
Help Make Smart Money Decisions  |  Protect Your Wealth  |  Mitigate Your Taxes  |  Take Care of Your Loved Ones |  Make a Difference in the World

Copyright © 2025 Fusion Wealth Management – All Rights Reserved.
Privacy Policy

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Fusion Wealth Management is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: www.kestrafinancial.com/disclosures. Check the background of this investment professional on FINRA’s BrokerCheck.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS Compliance Department.