Financial Planning & Trusts

Financial Planners and Estate Planners are relied upon by their clients to provide sound, well-informed advice regarding some of their most prized possessions and valued assets.  Crossroads Appraisal Group has worked closely with a long list of Financial & Estate Planners over the years to ensure they have the information needed to develop the best and most effective strategies for each of its clients.

Real estate holdings are often at the core of a financial or estate plan as they’re usually the client’s largest assets. Whether you need an appraisal for a single property or multiple appraisals for an entire portfolio we understand the intricate details of the process involved. We’ve provided appraisals for Estate Planners throughout Metro Atlanta for a variety of trusts, estate purposes, tax planning, asset update purposes, and more. As our client, you can trust in our informed staff and experience.

If you’re a senior, it’s also important to arrange your affairs and estate as you transition into your retirement years. This includes knowing the value of your properties. There’s no reason to feel overwhelmed during this process with our trusted staff. Our team provides each client with a full explanation of the appraisal process before ever beginning. We will also provide an in-depth explanation once the report is finished and personally go over the report to answer each question you may have. Our creditable staff is well-versed in financial and estate planning.

Estate Planners throughout Metro Atlanta have come to rely on our appraisal services to create the foundation for sound financial plans for their clients and we welcome the opportunity of working with you as well.

Give us a call today with any questions you might have. Our friendly staff is looking forward to partnering with you. For your convenience, you can visit our ‘Praise’ page to see what others are saying about Crossroads Appraisal Group.

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