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Estate Planning

At the beginning of a relationship we conduct a discovery process through  Schwaben Capital Group and Schwaben Financial Counsel  in order to obtain an overall perspective of your financial needs. We can help you to create a financial and estate plan for the preservation of capital and long-term risk management. Through Schwaben Financial Counsel we can assist you in managing your affairs in your estate during your life time as well as assist your family and beneficiaries thereafter.