Starting Your Estate Planning Journey:
Attend One of Our Free Educational Classes
Welcome to Pyke, Presley & Associates! We are pleased that you have chosen us to help you with your Holistic Estate Planning journey.
The first step is to attend one of our free Estate Planning Education Options:
Option One:
Attend an In-Person Seminar
Option Two:
Attend an Online Webinar
Option One:
Attend an In-Person Seminar
Option Two:
Attend an Online Webinar
After attending one of our free Estate Planning classes, whether in-person or online, you will also gain access to our library of educational videos – The Estate Planning Masterclass. We look forward to speaking with you about holistic estate and financial planning for you and your family!
Why Choose Pyke, Presley & Associate for your Estate Planning needs?
At PPA, we are committed to providing a clear path for your family’s future financial security. We aim to be lifelong partners in your success, and we don’t just stop at Estate Planning. We help you understand how Estate Planning works hand-in-hand with the other key areas of financial success – asset and risk management, tax planning, retirement income planning, and investment planning – and we create a comprehensive plan to ensure that all of these areas are aligned according to your goals.
We also offer concierge client services, such as DocuClub, our Annual Maintenance Program (AMP), and our client mobile app to ensure that your Estate Plan is always up to date and to ensure that you always have access to key documents and information in case of an emergency or unexpected life event.
