Estate/Trust Planning Services
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REVOCABLE LIVING TRUST $2000 VALUE
Having an estate plan is one of the most important pieces of your financial well-being. Ensuring your assets are settled in the appropriate manner and avoiding probate are essential to the continuation of generational wealth. Providing protection for your loved ones and peace of mind for you.
AARON GORDON
Aaron is a graduate of Arizona State University where he earned a degree in Finance. He has over 25 years of experience and is a Master Certified Estate Planner, Certified Financial Planner and Partner at Watermark. His specialties include comprehensive financial planning, custom portfolio management, and extensive experience with Trust planning. Aaron understands the importance of a full picture financial plan for high-net-worth business owners, families, and individuals.
THUNDERBRID FIELD II VETERANS MEMORIAL, INC
As a Navy Veteran, Aaron Gordon is proud to partner with the Thunderbird Field II Veterans Memorial, Inc by donating this voucher for one (1) Revocable Living Trust. As the recipient of the voucher, please contact Sara Gordon at 602.633.0855 to schedule your consultation to begin the process of completing your trust documents.
Donated By Revocable Trust/Estate Planning Service