Schisler Wealth Advisory Group

Estate planning that actually gets done. We guide you from start to finish.

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What We Do

Estate planning and planning support.

Jake Schisler Jake Schisler Principal

We help clients with estate planning, trust preparation, and planning support. Our role is coordination and guidance — we answer questions and make sure you end up with a plan that reflects your wishes.

Services

Estate planning and wealth solutions.

Estate Planning & Trust Preparation

We guide you through a step-by-step estate planning process tailored to your situation and state, and we facilitate preparation of your documents through our partner platform.

Typical documents
  • Wills and revocable trusts
  • Powers of attorney
  • Health care directives
  • Guardianship designations

We keep the process clear and make sure your plan reflects your wishes.

Protection & Retirement Income

Discreet solutions for family protection and retirement income. Aligned with your broader estate and wealth plan.

Estate Planning

How It Works

01

We get started

We learn your situation and goals, then guide you through the process with clarity and care.

02

We build your plan

We work through each step together and complete your plan.

03

You receive your plan

A complete plan, ready for your review and signature.

Let's talk.

We are available when you are ready.