Tureaud Health and Financial Services is an Independent Agency specializing in Estate Planning. Our Mission as Living Trust Advisors, Financial Planners and Wealth Managers is to streamline, structure, and simplify the Estate Planning Process.
Estate Guru keeps us informed of changes that occur in our client's life to ensure our role as their most trusted advisor. They also make it simple to create, view, share, store and amend documents for clients, advisors, and attorneys. Our compliant, industry-minded software allows us as Living Trust Advisors to connect with an attorney, to create and manage estate plans that fit every client's need without breaking the bank.
Estate Guru is supplemented by over 4 decades of experience in estate planning and financial planning industries, paving the way for our team to bring estate planning to the next level. No cheap boilerplate documents, no monthly membership fees. We prove that there is a smarter way to secure your future. .