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.

Our bench of different subject matter experts frees me to be an “expert” on my client, which is exactly where I want my focus to be.

John Dodd

Sr. Financial Advisor

Nashville, TN
We cannot control the events of life, just our response to those events.

Bob Stoddard

Managing Director

Montgomery, AL
My desire for myself and my clients is to hear God say “Well done good and faithful servant”, and experience these true riches. In our fallen world, it is so easy to get distracted but our time on earth is preparing us for eternity.

John Yukawa

Financial Advisor

Chicago, IL
My first meeting with a client is sitting down and asking the question, 'What's most important to you?' because it's about legacy not numbers.

Sherry Teat

Financial Advisor

Charlotte, NC
The opportunity to have someone come alongside you and help make decisions and have a rhythm to your decision making has been transformative in my own life.

Dan Grover

Sr. Financial Advisor

Charlotte, NC
I`ve been with the firm over 14 years. The vision of the firm is so powerful and I`ve seen the results in the lives of our clients.

Carol Jackovich

Personal Financial Advisor

Atlanta, GA
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 Director

Orange County, CA
Money never made a man happy yet, nor will it. The more a man has, the more he wants. Instead of filling a vacuum, it makes one. - Benjamin Franklin

Charles Terry

Financial Advisor

Charlotte, NC
The principal focus of a great financial planning and investment management strategy is to buy time: time to make lasting investments in family and friends, and time to pursue your life`s passions.

Roby Kotcamp

Sr. Financial Advisor

Phoenix, AZ
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

Tax Principal

Orange County, CA