Estate Planning

Estate Planning

Many women see money as a way to finance the life they want to live – to meet the commitments to themselves, the people and the issues they care about.

"For over 10 years, Shari and her team have always been there to help me with my financial decisions. Recently, my adult children and I met with Shari to review and update my estate plan.
My children were able to understand my wishes and ask any questions regarding my finances.
Knowing they have someone to call when they have any questions or concerns gives me peace of mind."

This statement was provided 04/26/23 by Helen Curtis who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.




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Many people want to leave a financial legacy for their families but don’t realize the importance of a professionally developed estate plan  

We will work with you to identify how to structure and pass on your assets, who will receive what, when, and how.


Reffsin Financial does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.




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