Build and Protect Generational Wealth with Confidence
At Fully Focused Living, we believe wealth isn't just about what you earn it's about what you preserve, protect, and pass on. That’s why we partner with forward-thinking investors, traders, and wealth-builders to create customized estate plans that secure their legacy for generations to come.
If you are ready to take control of your family’s financial future, we’re here to walk you through the process. We have resources to help you build wealth and protect your financial future. As well as a step-by-step estate planning process designed to give you clarity, protection, and peace of mind.
Services We Offer:
Custom Estate Planning — including trust establishment, power of attorney, healthcare directives, and legacy planning.
Life Insurance Review & Solutions — to ensure you and your family are protected with the right coverage and living benefits.
Trust Funding Support — so your assets are correctly titled to your trust and protected as intended.
Education on Trusts & Asset Protection — understand how to legally shield your wealth from probate, taxes, and unnecessary risks.
We don’t just hand you a stack of documents. We guide you every step of the way with a clear, compassionate process:
Implementation Call – We begin by collecting your personal goals and planning details.
Funding Team Appointment – We help you assign your assets to your trust (the most critical step!).
Implementation Team Support – You'll draft distribution instructions, and we’ll prep your documents for legal review.
Attorney Review – Your estate plan is reviewed by an experienced estate planning attorney to ensure everything is compliant and personalized.
Funding Kit Review & Notary – Important documents are notarized and we issue your medical alert cards.
Remaining Exposure Review – We’ll identify and help you close any gaps that could impact your long-term legacy or retirement.
Our Estate Planning Roadmap:
Let’s take the guesswork out of building wealth, estate planning, and life insurance so you can move forward with confidence and peace of mind.
You’ve worked hard to build the life you have now; it’s time to make sure it’s protected. An estate plan isn’t just for the wealthy; it’s for anyone who wants to make life easier for their loved ones, avoid unnecessary stress and costs, and create a lasting legacy.