Estate Umbrella Logo TM

WEALTH TRANSFER WITHOUT COURT

HOME

ABOUT

WILLS VS TRUSTS

SPECIAL NEEDS

EDUCATION & PLANNING

CRISIS
MEDICAID HELP

EVENTS

Estate Umbrella Logo TM

WEALTH TRANSFER WITHOUT COURT

Retirement and Estate Planning

What if you could approach retirement with excitement for new experiences, free from fear or resignation that there is nothing you can do to improve your retirement lifestyle?

To guide our clients in planning their financial journey, we developed the Estate Umbrella™ Blueprint to mitigate the impact of significant financial events in their lives, helping them achieve their wealth and lifestyle aspirations. This addresses the 5 key areas that retirees must address as they approach and enter their retirement years: LEGACY PLANNING, Healthcare, Tax, Asset Protection & Growth, and Income Planning.

black bground+edit hair-min
Houston and Stacy 800px

Retirement and Estate Planning

What if you could approach retirement with excitement for new experiences, free from fear or resignation that there is nothing you can do to improve your retirement lifestyle?

To guide our clients in planning their financial journey, we developed the Estate Umbrella™ Blueprint to mitigate the impact of significant financial events in their lives, helping them achieve their wealth and lifestyle aspirations. This addresses the 5 key areas that retirees must address as they approach and enter their retirement years: LEGACY PLANNING, Healthcare, Tax, Asset Protection & Growth, and Income Planning.

Our Philosophy

Our Retirement Blueprint USING

Wills & Trusts, Beating Probate

You'll receive a comprehensive Estate Umbrella™ Blueprint, Strategic Planning Framework, and Process designed to help you foresee and address financial challenges. This allows us to Explore, Create, and Execute a customized financial plan crafted specifically for you.

Our Philosophy

Our Retirement Blueprint USING Wills & Trusts, Beating Probate

You'll receive a comprehensive Estate Umbrella™ Blueprint, Strategic Planning Framework, and Process designed to help you foresee and address financial challenges. This allows us to Explore, Create, and Execute a customized financial plan crafted specifically for you.

Meet STACY PEARSON, Coach

CLIENT EDUCATION
& ADVISOR COACHING

Stacy has extensive experience speaking and keynoting at conferences, summits and even at the United Nations. She has traveled across the U.S, educating audiences and training financial advisors about how updates to the trust laws, and the use of technology, make it easier than ever for individuals to get their affairs in order and transfer their wealth to loved ones and charities without dragging their families through probate.

Stacy's knowledge & passion keeps her in high demand. 

Regardless of your reason for wanting to learn about the topic of wills, trusts and probate, everyone agrees that Stacy’s presentation is compelling and makes a previously confusing topic clear. 
Stacy yellow cropped

CLIENT EDUCATION &
ADVISOR COACHING

Stacy has extensive experience speaking and keynoting at conferences, summits and even at the United Nations. She has traveled across the U.S, educating audiences and training financial advisors about how updates to the trust laws, and the use of technology, make it easier than ever for individuals to get their affairs in order and transfer their wealth to loved ones and charities without dragging their families through probate.

Stacy's knowledge & passion keeps her in high demand. 

Regardless of your reason for wanting to learn about the topic of wills, trusts and probate, everyone agrees that Stacy’s presentation is compelling and makes a previously confusing topic clear. 

Meet HOUSTON HARRISON, Planner

RETIREMENT
PLANNING

Houston has deep roots in Northwest Arkansas. As a retirement planner, he began helping clients here more than 25 years ago.

Harrison has been honored to be referred by clients to their friends and family in other states. With current licenses in the states of Missouri, Oklahoma, Texas, Tennessee, Florida, Washington, Kansas and New Mexico. Houston adds State licensures as needed to honor the introductions of family and friends by his clients.

“I believe every client is unique and has their distinct values, goals and aspirations.”

“...I have spent a career vetting best-in-class strategies and solutions which are custom designed for each of the unique families we serve.”

– Houston Harrison
houston 1080

RETIREMENT
PLANNING

Houston has deep roots in Northwest Arkansas. As a retirement planner, he began helping clients here more than 25 years ago.

Harrison has been honored to be referred by clients to their friends and family in other states. With current licenses in the states of Missouri, Oklahoma, Texas, Tennessee, Florida, Washington, Kansas and New Mexico. Houston adds State licensures as needed to honor the introductions of family and friends by his clients.

“I believe every client is unique and has their distinct values, goals and aspirations.”

“...I have spent a career vetting best-in-class strategies and solutions which are custom designed for each of the unique families we serve.”

– Houston Harrison

What We Offer

old couple calling

An Estate Umbrella™ Blueprint

An Estate Umbrella™ Blueprint

Our purpose is to cushion the effects of critical financial events in your life to ensure you achieve your wealth and lifestyle goals. We start with three key steps:
Learning Your Goals and Objectives
Addressing Your Critical and Life Events
Overlaying Our Proven Process to Find Solutions

Senior couple using laptop with their financial advisor during a meeting int he office. Focus is on senior man.

Expert Advice

Expert Advice

And we don’t do it alone. We take a collaborative approach and work with other professionals who play important roles, including Legal Advisors, Tax Advisors and Estate Advisors.

PXL_20240222_160639008 (1)

Educational Events

Educational Events

We provide engaging educational workshops designed to keep our clients, their friends, and community members informed about essential topics in financial management, retirement planning, and estate planning.

As Seen On . .

ab731ad61-abc-logo-abc-logo-2007-with-the-rbg-colors-by-timzuneeverse-on-
Fox_logo_main
cbs-png-pictures-4917
NBC_logo_2022_(vertical).svg

As Seen On . .

ab731ad61-abc-logo-abc-logo-2007-with-the-rbg-colors-by-timzuneeverse-on-
Fox_logo_main
cbs-png-pictures-4917
NBC_logo_2022_(vertical).svg

Book a FREE Consultation. Now.

Enjoy your retirement, 

skip probate and leave a legacy!

Learn how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

SCHEDULE A CALL TODAY

Book a FREE Consultation. Now.

Enjoy your retirement, 

skip probate and leave a legacy!

SCHEDULE A CALL TODAY

© Estate Umbrella 2023 | All rights reserved.

© Estate Umbrella 2023 | All rights reserved.