AWARE FINANCIAL

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... The current federal estate tax threshold exempts most Americans from the tax. This has resulted in fewer planners who can maintain expertise with the estate tax rules and related planning strategies. At Aware, we understand complex estate planning and can show you how to integrate the strategies into a plan that is appropriate for you and your family.

Also known as: Aware, Aware Financial, LLC

Primary location: Park Rapids United States