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Estate Planning

Truly comprehensive planning exceeds retirement and the transferring of wealth. At Poindexter Financial Group, we provide custom solutions that establish a financial transition across generations. As an Accredited Estate Planner® (AEP®), James Poindexter crafts strategies that incorporate your family’s most cherished values and build solutions that adhere to them. As the only AEP® in Prescott, AZ, James applies his graduate-level, multi-disciplinary accreditation to help you accumulate, preserve, and transfer your estate according to your objectives.

While delivering the highest level of focus and expertise, we are dedicated to promoting a team approach to estate planning and work diligently to coordinate our services with your other professional advisors. When your needs evolve, and circumstances change, our plans will adapt with ease. As your advocate, we will help ensure that your plan prepares your money for your heirs while preparing your heirs for the transfer of your wealth. 

Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.
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Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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