Have you considered your legacy?


Your legacy is much more than your assets. It's your personal values, the memories that carry on and your entire belief system. Your estate plan should be a reflection of the legacy you want to leave.

View the Estate Planning resources available on the SRQ Wealth website - HERE.

Stephen Martin, MCEP®

Home Business Continuation Revocable Living Trusts SRQ Wealth - Estate Planning Tax Guide Video - Everyone Needs an Estate Plan

A Master Certified Estate Planner™ has:

  • Completed two rigorous eight (8) module courses of instruction in the field of estate planning,
  • Successfully passed comprehensive proctored qualifying exams,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP

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