Protect
What's important.
"Everyone has a plan until they get punched in the mouth."
Mike Tyson
That's what we're here for. Our plan protects you when something you don't see coming happens.
Your Protection Foundation
Revocable Living Trusts
Mainstream media recommends wills for estate planning and they can work if you have no assets, only a spouse, and one child. Or, wills can work if you want your loved ones to worry about settling your estate.
A revocable living trust:
- Avoids probate - which is so important
- Gives you complete control of your estate
- Protects your loved ones and what you leave them
We, and our trust team complete with attorneys, guide you every step of the way. We have the simplest estate plan available.
Build your plan upon a solid foundation of protection.
Make the most of your moment.
These moments in your life are too important to move forward without a clear plan.
Let Calyx Wealth help you put together the strategies needed to achieve your goals.
Set up a conversation with a Calyx coach today.