Amy Marie Tucker

WORK HISTORY

EDUCATION

ABOUT AMY MARIE TUCKER

Everything we have passes to someone else\'s hands someday. Let\'s get it right together.My primary focus is working with and helping individuals, families and business owners who want to align their personal financial lives with their values and pass down their wealth, including their business in a way that honors what is most important to them, is tax advantaged while lowering risk of not meeting their goals. I\'ve spent years learning what people need, from a financial perspective, and how to help them organize and prioritize their financial picture and goals. Some common problems most encounter:*tax smart considerations through current strategies in partnership with CPA’s and attorneys *ensuring wishes outlive them through values protected estate and legacy strategies *communicating to families and friends their plan*not being able to sell their business for what they feel it is worth.If any of these things resonate with you, we need to talk!As a person who cares about values, you may be concerned that your wishes won’t outlive you or that you could’ve made a better choice to maximize both your current and your heirs tax situation. But you\'re not alone! Over the years, I\'ve built a network of professionals with whom I consult to make sure your needs are met. We have access to experts nationwide to ensure your bases are covered. We can even work with a team to increase the value of your business and ensure it is set up for success. I serve each client individually, always keeping their best interest as my top priority. And because every client and family is unique, I have an established process to help them create realistic goals and implement personalized strategies to accomplish those goals. By partnering together and remaining accountable to each other, we stay on track through all stages of your business growth and your life.Connect with me on my instructions to opt out of Edward Jones commercial messaging and other important disclosures, see