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In observance of Juneteenth, our branch offices and Call Center will be closed on Friday, June 19th.

Important Security Reminder: Safe 1 will never contact you asking for passwords, account details, or card numbers, nor will we ask you to click links or download apps to provide personal info. If you receive a suspicious request, ignore it and call us immediately at (877) 723-3128.

Safe 1

Routing #: 322273609

Where Does it Go When You’re Gone? (Estate Planning Basics and How to Preserve Your Wealth)

WATCH THIS WORKSHOP NOW!

When many people hear the words “estate planning,” they immediately think of a wealthy individual or family living in a mansion who has inherited millions of dollars. The fact of the matter, however, is you don’t have to be a Rockefeller, Carnegie, or Gates to take advantage of such financial vehicles.

Click the link above to watch Kyle Jones, attorney at law, and Garro Ellis, Financial Advisor for Moneywise Wealth Management, provide assistance to help you navigate and simplify the estate planning process in order to avoid probate.