ABOUT RISE MANAGEMENT

Rise Management specialize in comprehensive estate and financial planning services nationwide with offices located in Florida. Our certified estate planners provide tailored solutions securing your future and legacy. Our team offers personalized Estate planning services, retirement planning, investment and wealth management. Everyone’s plan is different and we strive to create your perfect plan and assisting you through its evolution.

Building Relationships

We prioritize our client relationships with transparency and proactive guidance helping you achieve your financial goals with confidence. As your certified estate planners we focus on your needs while you are living as well as when you die. With proper planning we take care of you every step of the way. Whether your estate plan involves a will or trust, Medicare, life insurance, management of your investments and ensuring your retirement savings outlive you, we’re here to take care of you every step of the way.

Digital Estate Solutions

Rise Management estate planning prides ourselves on delivering an unparalleled unique service to our clients. We’re with you every step of the way, guiding you through the complexities of estate planning with a personal touch. This is NOT a DIY estate plan. Our digital solutions are tailored to ensure your estate plan is aligned with your needs at all times with easy access and the ability to make changes without the time and expense of an attorney. This will be the last estate plan you will ever need, maintained throughout your lifetime.

Educational Seminars

During our seminar you will learn what is an estate plan and who needs one. Our certified estate planners will highlight the key components of a complete estate plan and the legal aspects of what we do and how we can provide you with the last estate plan you will ever need:

- Do I need an Estate Plan?
- The various options for your Estate Plan.
- What is Probate?
- The Three Pillars every Estate Plan Needs.
- Benefits of a Revocable Living Trust?
- How do I keep my Estate Plan up to date?
- Do I maintain ownership of my assets?
- Is my Estate Plan good in all 50 states?
- Why a modern Digital Trust?

Upcoming eState Planning Seminars in Your Area

AFFILIATIONS

Integrated Trust Systems

Our partnership with Integrated Trust Systems (ITS) gives us access to over 39 years of experience in eState planning. A proprietary platform provides our clients with direct access to their trust and documents and the ongoing support of attorneys and financial advisors with unlimited access 24/7. Changes made anywhere at anytime with ease and convenience.

We’re Proud to Be BBB Accredited!

We’re excited to share that our business is officially accredited by the Better Business Bureau (BBB). This accreditation means we meet the BBB’s standards for trust, transparency, and integrity in our business practices. You can count on us for reliable, ethical service every step of the way.

Why Work With a

Certified Estate Planner (CEP®) ?

A Certified Estate Planner™ (CEP®) is a financial, legal, or tax professional who has completed special training through the National Institute of Certified Estate Planners (NICEP). They’ve passed a rigorous exam, follow a strict code of ethics, and take ongoing education to stay current.

Working with a CEP® or MCEP® means:

You get expert estate planning advice
Your plan stays legally sound and up to date
You’re working with someone held to high ethical standards

Always check your advisor’s credentials. The CEP® and MCEP® designations are federally registered trademarks and must be renewed yearly through continued education and good standing.