Estate Planning

Estate planning is not only about tax reduction, it also involves creating a plan to ensure that your assets will go where you want them to under the terms and conditions that you set.  At NFN we will work with you to create a detailed inventory of all your assets and help clarify the ownership and beneficiaries.  Your plan will be accessible on-line using our secure planning system.

We will assist you in coordinating everything from the basic tools such as Wills, Health Care Proxies and Durable Powers of Attorney to more advanced tax reduction strategies using trusts, family limited partnerships, and gifting.  Though we do not provide or charge for legal services, clients find our ability to outline the variety of strategies available to them in simple, easy to understand terms a productive first step before meeting with an attorney.  Once our clients develop an understanding of the options they might consider, we refer them to an outside attorney or can work directly with their existing lawyer.

Estate planning is often one of the most overlooked aspects of a financial plan perhaps due to its association with death.  The absence of a proper plan can not only involve your beneficiaries having to pay taxes that could have otherwise been avoided, it can also result in your residence state deciding where your assets will go.  Addressing these concerns today might not only help you reduce a tax burden, but also reduce the burden on your beneficiaries during a most difficult time.

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Award winning year for Financial Advisor
Robert C. Votruba CFS, MBA, Ph.D.

It is my pleasure to share the news of another award-winning year for your Financial Advisor, Dr. Robert Votruba. In 2019 Robert was recognized with the following achievements…

  • For the third consecutive year, Park Avenue Securities named Robert as their top Investment Advisor and Registered Representative; their highest honor. Over 2,500 Representatives compete for this national award.
  • In addition to national recognition, Robert also received National Financial Network’s Wealth Management Leadership Award, our highest local honor, for the 12th consecutive year.
  • Dr. Votruba earned the National Financial Network Leadership Award and was promoted to Executive Vice President.

Dr. Votruba is entering his 26th year in the financial services field. His academic background combined with his industry experience and award-winning performance make him one of the most talented Advisors in the industry. I know that Robert finds it a privilege and honor to serve you and hope that you find comfort in knowing that your Financial Advisor is among the finest in the industry.