Broker Check


Mindful Wealth Partners

Daniel F Haines Jr, CFP®, AEP®
Corbin Oliver, CFP®, AIF®, RICP®

We are here to help you...

Become more MINDFUL of your finances

FOUNDATION

Become more INTENTIONAL about your future

RETIREMENT

Establish GENERATIONAL

wealth

LEGACY

Begin your journey

"Someone is sitting in the shade today because someone planted a tree a long time ago." - Warren Buffet

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Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.