Estate Planning

A key step in wise financial stewardship is pre-planning for the distribution of your assets upon your death. Estate planning is an extremely important and often complex decision you need to make during your lifetime. Our estate specialists will help you devise a plan that provides for your beneficiaries and charitable giving goals, while minimizing taxes and other expenses.

Contact Us To Begin

  • One of the really unique things about Ronald Blue & Co. is that it is not all about the profit. It is all about the client.

    Mike Peters

    Managing Partner

    Orange County, CA

  • It's important to us to understand our clients’ hearts. They are not just a client or a number, many of them really become like family and friends.

    Barb Senum

    Sr. Financial Advisor

    Phoenix, AZ

  • I firmly believe in what we do and I love serving clients. I love when those two things can come together.

    Janine Zeltwanger

    Sr. Financial Advisor

    Indianapolis, IN

  • Our clients value our team approach where they can come to our firm and have the full financial picture understood and taken care of all in one place.

    Lori Davis

    Partner

    Orange County, CA

  • Assisting people in finding clarity and contentment in their finances through unchanging principles is the reason I am a financial advisor at Ronald Blue & Co.

    Jason Gehl

    Sr. Financial Advisor

    Phoenix, AZ

  • A well lived life is about consistently making principled choices in line with God-aligned priorities. This life is effectively accomplished through a supporting network of family, friends, and trusted advisors.

    Marshall Potter

    Personal Financial Advisor

    Atlanta, GA

  • Money is often a source of anxiety in people’s lives. My goal is to help each client achieve peace of mind regarding their financial decisions. This is accomplished by helping them apply the biblical principles of finances to their unique situations.

    George Andrews

    Managing Director

    Orange County, CA

  • We live in a complex world and a major part of our role is to help simplify the world for our clients.

    Erik Daniels

    Executive Vice President

    Atlanta, GA

  • I help my clients manage their wealth wisely, so they are free to focus on true riches. Luke 16:11

    Stan Huneycutt

    Sr. Financial Advisor

    Atlanta, GA

  • Everyone needs a financial advisor. We are living in a world where more and more information is available and what's missing is the filter to process that information.

    Joe Helms

    Managing Director

    Seattle, WA