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PERSONALIZED FINANCIAL PLANNING
Family Services
No matter where you are in life, now is the perfect time to take control of your financial future. At Sampson Capital Advisors, our professional advisors are dedicated to helping you build a comprehensive financial plan tailored to your unique goals, dreams, and needs—not just for retirement, but for every stage of life.
Why This Is Essential
Through a diligent, personalized process, we’ll create and maintain a high-quality financial strategy designed to adapt as your life evolves. Backed by our service-oriented team, your plan is adjusted to stay aligned with your objectives, whether you’re just starting your career, growing your wealth, or planning your legacy.
Personalized Planning for Every Stage
Your family’s needs change—and your financial plan should too.
From early career goals to college savings and estate planning, we build adaptable strategies that evolve as your life does.
Protect What Matters Most
Ensure your loved ones are secure—now and in the future.
We help safeguard your family’s financial future through smart insurance strategies, long-term care planning, and legacy-minded guidance.
Build Wealth with Purpose
Manage your assets while supporting the causes and people you care about.
With tailored tax and charitable giving strategies, we help you create lasting impact.
Our Stratagies & Offerings
Our Comprehensive Financial Planning Services Include:
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Traditional & Roth IRAs
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Transfer on Death (TOD) Accounts
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Individual & Joint Investment Accounts
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529 College Savings Plans
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UTMA & UGMA Custodial Accounts
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Coverdell Education Savings Accounts
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Life Insurance Solutions
And more!
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Long-Term Care Insurance
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Tax Planning Strategies
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Advanced Tax Strategies: Donor-Advised Funds, Charitable Remainder Trusts
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Charitable Giving Strategies to Maximize Impact and Tax Efficiency
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Stocks, Mutual Funds, & Annuities
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Estate Planning Guidance
How We Work With You
We take a generational approach to financial planning—designed to support you now and preserve your legacy later.
We Start With a Discovery Conversation
We get to know your family dynamics, your financial priorities, and your long-term vision.
We Create a Personal a d Flexible Plan
Your plan is tailored to life’s milestones—saving for college, caring for loved ones, or preparing for retirement.
We Evolve With You Over Time
As life changes, your plan should too. We provide steady guidance to help ensure your strategy always reflects your reality.
