Skip to main content

Brookhaven Wealth Management

  • Who We Are
    • About
    • Our Philosophy
    • Our Process
    • Our Founder
  • Who We Serve
    • Families and Individuals
    • Self Employed
    • Aspiring Retirees
  • Services
    • Wealth and Financial Planning
    • Investment and Portfolio Management
    • Risk Management and Insurance
    • Self Employed and Small Business Retirement Plans
  • Resources
    • Blog
    • Insights
    • Events
  • Client Logins
    • LPL Account View
    • MoneyGuidePro®
    • Everplans®
  • Contact

 

    You are here

  1. Home
  2. Your Financial Life, Organized...Finally!

Your Financial Life, Organized...Finally!

We all say we’re going to be more organized each year.  Some of us do a better job than others but, as anyone will tell you, it takes work.  And where do you start? 

I remember when my grandfather passed away several years ago, and my mother and aunt spending an entire summer at my grandfather’s house digging through file cabinets and folders just trying to figure out what he had and where it all was.  It was a hassle and took a lot of time and effort, but of course, they did it. Who wouldn’t?

Today, though, there are tools available so well organized and secure that can make the task of settling your affairs in the event of the unexpected, simply easier to manage for your loved ones.  With our help, we make it even easier by answering questions and facilitating some of the planning required.

All clients of Brookhaven Wealth Management get an Everplan.  Everplans TM are a new online tool to help simplify end of life planning for clients.  To quote financial industry guru Bob Veres, “Everplans functions on three levels: as a checklist and planning tool, as an information resource, and as a secure document vault that holds everything needed to tidy up a client’s affairs before the inevitable happens.”1

 

With this tool and our guidance, we aim to help our clients

 

  • Organize, store and share vital documents and final wishes
  • Navigate legal, financial, healthcare and other personal decisions
  • Find peace of mind, knowing loved ones won’t be left to wrestle with paperwork2

 

You’ll be so organized after completing your Everplan it’ll make your mother proud!  Take a look below.

 

 

Why Choose Everplans?

 

What is an Everplan?

What is an Everplan from Everplans on Vimeo.

 

Everplans Orientation Webinar

 

 

  EverplansTM  is a trademark of Beyondly, Inc.  1,2  and both videos above are © Beyondly, Inc.  

Let’s Talk

Tell a Friend

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to earn the privilege of working with you.

Brookhaven Wealth Management, Inc.
1418 Dresden Drive
Suite 240
Brookhaven, GA 30319

1418 Dresden Drive, Suite 240, Brookhaven, GA 30319

  Tel: 678-929-6570
  Fax: 678-929-6572
  Email: info@brookhavenwm.com

       

Get Directions

Schedule a meeting through our online calendar:

For Clients:

Phone / Web Review

30
Min

In Person Review

60
Min

For non-Clients:

Introductory Phone Call

10
Min

In Person
Initial Consultation

30
Min

     Fill out the form below and we'll be in touch. 

 

Financial Planning, Investment Advisory Services and Securities offered through LPL Financial, A Registered Investment Advisor and Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: DE, FL, GA, LA, MA, MD, NC, NJ, NY.

Disclosures/PrivacyPolicy 

© 2019 Brookhaven Wealth Management. All rights reserved.

Website Design For Financial Services Professionals