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Estate Planning

Everyone has an estate and something in common – you can’t take it with you.

Estate Planning & Services

Estate Planning Should Include

  • Inventory of Assets
  • Proper Beneficiary Designations for your needs
  • Name a guardian for minor children
  • Include life insurance for your family at your death
  • Identify who will manage your estate if you are unable
  • AND so many more things ...

Services We Offer

  • Assist in organizing your assets
  • Help you prioritize your needs
  • Discussion of "Questions To Consider"
  • Provide a list of estate attorneys

Start Today

Take time to talk to our financial advisor, Marianne Watson, today!
Cetera Investment Services Center Located at First Community Bank


For a comprehensive review of your personal situation, always consult with a legal Tax Advisor. Neither Cetera Investment Services, nor any of its representatives may give legal advice.

Securities and insurance products are offered through Cetera Investment Services LLC, Member FINRA / SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC Insured * May Go Down in Value * Not Financial Institution Guaranteed * Not a Deposit * Not Insured by any Federal Government Agency.

Investment Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements.  The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Advisory services may only be offered by Investment Adviser Representative.

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