Estate Planning
Estate Planning That Puts You in Control
Navigating generational wealth transfer can be overwhelming. We’re here to simplify the process and guide you every step of the way.
Preserve Your Legacy
Reduce the Burden
Pass on Purposefully
Our Services
At Archer Financial Consulting, we don’t believe in cookie-cutter solutions.
We listen first, build trust, and design a personalized strategy built around your needs.
Wealth Transfer Strategy
What happens to your business when you step away? We help you plan your exit—whether that’s handing it to a family member, selling to a partner, or creating a buyout plan that preserves your legacy.
Estate Liquidity & Tax Management
Your people matter. If a key employee or founder becomes disabled or passes away, it could disrupt everything. We help you protect the people your business relies on.
Trust & Gifting Support
Incentivize top talent with strategic benefits plans that reward loyalty and support long-term growth—without giving up equity.
Charitable Giving Plans
We work with you and your legal team to create and fund buy-sell agreements, ensuring smooth transitions and clear expectations if an owner leaves the business.
Protecting What Matters Most
Estate planning is about more than just documents — it’s about protecting your family’s future. We’ll help you build a plan that reflects your values, preserves your legacy, and passes on peace of mind.
What Our Clients Are Saying
”Kurt helped me finally understand my financial picture. I walked away feeling confident instead of overwhelmed.”
Sarah M. – Dallas, TX
”I didn’t realize how much risk I was exposed to. Kurt helped me protect my business, my employees, and my peace of mind.”
Marcus B. – Contractor & Employer
”Kurt made the complex world of business planning feel simple. I now have a strategy that actually works for where I want to go.”
Anna K. – Marketing Agency Founder
”Kurt helped us navigate a tricky situation with clarity and compassion. I now know my kids will be taken care of.”
Monique F. – Blended Family Parent
Ready to explore your options?
Let’s talk through your goals and see how we can help.
No jargon. No pressure. Just smart guidance.
Let’s Start With a Conversation
No Pressure
There’s no cost or commitment — just a conversation to explore your options.
It’s About You
We’ll take the time to understand your goals, priorities, and where you’re at.
Honest Guidance
Expect clear, thoughtful advice — no jargon, no pushy sales tactics.
A Plan That Fits
We’ll talk about next steps and help you move forward with confidence.
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