Financial Planning
Financial planning is an essential part of estate planning that helps protect your assets and legacy for future generations. Despite its obvious importance, there are countless people who have done very little to lay out financial plans for the future. At minimum, this would consist of calculating the nest egg required to retire comfortably and live out the rest of their days. Many individuals severely underestimate the amount of money required to accomplish retirement objectives, not to mention the money they intend to leave in trusts or as an inheritance included in their will for loved ones.
Everyone should consider some form of financial planning, regardless of age or income level. Attorneys at Wollman, Gehrke & Associates, P.A. are well educated in financial planning. Our legal team understands that each client has different needs and wishes, so they take time to fully understand each client’s personal and financial situation, goals, and plans for the future. Our firm provides the detail oriented attention required to help each client build a financial plan tailored to their individual lifestyle and ideal future.
If you are in need of financial planning, it is time to make the time. The future is coming faster than you think and planning for the unexpected is always wise. Regardless of any past or present economic turmoil or other stress, having a financial plan provides stability and a certain relief in the knowledge that your financial future is on track. So take action today and ensure that your loved ones will be provided for. There is no time to waste.
Enlist The Guidance of Our Firm
The legal team at Wollman, Gehrke & Associates, P.A. has over 50 years of combined experience successfully representing clients in Naples and the surrounding communities. From trust administration to probate administration, asset protection and wealth management, our attorneys take pride in their diligent protection of clients' interests.
This dedication and commitment earned the firm an AV-rating from Martindale-Hubbell Law Directory. This is the highest rating available and signifies both superior legal ability and professional ethics.
CONTACT OUR FIRM TODAY to schedule a confidential initial consultation and enjoy the peace of mind that only sound financial planning can provide. It is time to secure your financial future.
What Our Clients Are Saying
Past Clients Are Our Best Advertisements
Serving Naples, FL Since 1994
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"The office of Wollman Gehrke & Associates does an excellent job in a professional manner. Jo-Ann Hendrickx is an asset to the firm with her friendly manner and depth of knowledge."The office of Wollman Gehrke & Associates does an excellent job in a professional manner. Jo-Ann Hendrickx is an asset to the firm with her friendly manner and depth of knowledge.- Amy Havig
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"Jo-Ann Hendrickx is a delight!"Such an asset to the firm! Her caring way and hard working values are unmatched! Thank you!- Maria S.
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"Very professional and trustworthy."Helps to navigate through tough decisions and speaks in laymen terms for those of us who are not educated in the financial and legal world. I would refer Ed Wollman to everyone. He’s my favorite lawyer, ever! Jo-Ann Hendrickx has been more than an asset to the firm, she wears many hats and glides through all of them with ease. She is always available for us, and we are grateful for her concscience effort to help us in any way possible. We Love Her!- Michelle C.
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"Ruthanne (my wife) and I worked with Ed Wollman on our estate plans - he was wonderful! Ed explained everything in a manner we could understand and followed through until we signed the documents. He's been available to answer any questions we had."Ruthanne (my wife) and I worked with Ed Wollman on our estate plans - he was wonderful! Ed explained everything in a manner we could understand and followed through until we signed the documents. He's been available to answer any questions we had. I certainly recommend Wollman, Gehrke & Associates!- Ken Ginsberg
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"Thank you, Ed Wollman and Team."Ed Wollman had been my father's attorney for years and reviewed his documents with him faithfully every five years. Before my dad went into Hospice, Ed and his team were a great source of information and comfort during a difficult time. After his passing it was made easier navigating closing the estate with his team and words of encouragement. The value of knowing that everything was handled in the courts was a huge relief. Thank you, Ed Wollman and Team.- Lilla P.
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"Ed Wollman and his team did a wonderful job with our estate planning. He took the time to make my family and I feel comfortable throughout the process. We are very grateful."Ed Wollman and his team did a wonderful job with our estate planning. He took the time to make my family and I feel comfortable throughout the process. We are very grateful.- Goldie James
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"We highly recommend their expertise."The office is very professional and easy to work with. Every aspect of our planning was explained in layman's terms with some humor. Our revised trust plus all documents written by them.- Douglass P.
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"They went above and beyond"The most professional and understanding organization, especially during these troubling times. They went above and beyond to to hurdle through many roadblocks to resolve my family’s affairs.- Tom R.