Aware Financial, LLC.  
Aware of Your Financial Needs   

Planners Who Care


Our most satisfied clients have come to us through requests to help with estate or business transition planning. In estate and business transition planning, often taxes, both income and estate taxes, can have a huge impact and creative planning can save clients (or their children) literally millions of dollars. We enjoy helping our clients understand how they can minimize taxes and maximize family success after they are gone.

Life insurance is often a financially efficient way to pay some or all of the taxes that canít be eliminated through planning because it can be structured to be both income and estate tax free. This means that life insurance may be part of the planning recommendations to consider but only if it makes sense from a financial perspective.

If life insurance is to be utilized, then we will help the client get the proper type of insurance for the least amount of premium and be sure it is structured to fit into their overall plan and cashflow constraints.

» Learn more about Estate Planning

People Helping People


Aware Financial is built on a foundation of providing superior, personalized client service. Our goal is to build lasting relationships with our clients and provide value through deep technical expertise.


"Surplus wealth is a sacred trust which its possessor is bound to administer in his lifetime for the good of the community." --Andrew Carnegie