One Financial Plan Where Your Investments, Insurance, Taxes And Estate Documents (Finally Work Together)
↓ The four things we make point the same way
You Probably Did Everything Right. One Piece At A Time.
Different years. Different professionals.
And nobody has ever tested them together.
So a will can say one thing... and a beneficiary form can say another. And the form often controls. You just wouldn't find out until it mattered. (Your family would.)
Our Simple 4-Step Process:
Planning
Your goals, your priorities, your timeframes. All in one place.
Strategizing
We show you the options and explain the tradeoffs. You choose.
Execution
Accounts, coverage, documents. Your plan gets carried out, not filed.
Service
Life changes. We meet as often as you need, and test it again.
You Don't Need $50 Million To Think Like A Family Office.
Most families don't have a planning problem. They have a coordination problem. So who fixes it? You have three options:
Do It Yourself
Line up every statement, policy and document. Learn how they interact. Chase each professional.
Advisor Here, Lawyer There
Both can be excellent. But the handoff is usually three words: "see an attorney."
One Plan, Tested End To End
No new lawyer to find. No weeks of law-office meetings. Guided builds the plan, and your documents get built inside it.
Here's The Part That Usually Gets Left Out:
Through Bloodline, you answer plain-English questions online. Software assembles your documents. A licensed Florida attorney reviews every plan. Then we check it against your accounts, your insurance and your beneficiaries.
See If My Family QualifiesStart with the 2-minute checkTypical documents shown. What you need depends on your situation.
How Do You Know If This Is For You?
You Have People Depending On You
A spouse, kids, or other family responsibilities.
You've Built Real Pieces
A home, retirement accounts, investments, insurance.
You Have An Old Will Or Trust
And nobody has tested it against what you own today.
You Already Have Professionals
Each one knows part of the picture. None has all of it.
You Keep Putting It Off
It's been on the list for years. It sounds complicated.
You Want One Team On It
Without becoming your own project manager.
Meet Ben Kopen
Regional Vice President at Guided Financial Advisors. Born in northern New Jersey. He works with individuals and families on retirement planning, tax-efficient strategies and portfolio management. And he's known for making complicated things simple.
But none of that matters unless your plan works when your family needs it.
CRD #7971803. Check his background on BrokerCheck.
Not Sure Your Plan Works Together? Score It In 2 Minutes:
0 / 8
Tap an answer for each layer.
Fair Questions:
"I already have a will."
Good. A will is a document. The question is whether it still matches what you own and who your forms name. That's what we test.
"I already have an advisor."
Also good. This isn't about anyone doing it wrong. Ask them one thing: who has checked the investments against the legal documents?
"We're not rich enough for this."
A family office is for $50 million. The thinking isn't. If you have a home, accounts, insurance and people depending on you, you have four layers.
"This turns into a sales pitch."
You'd be right to worry. So start with the check. If you score 8 out of 8, you may have nothing to fix.
"Who writes my legal documents?"
Not Guided. We don't give legal advice. A licensed attorney at a separate law firm reviews your plan, under its own engagement with you. Outside Florida, you'd be handled by appropriately licensed counsel or referred.
"What does it cost?"
That depends on your situation and the work involved. You'll get the fees in writing before you commit to anything.
A Year From Now, If You Act
One plan. Everyone knows who does what. And you've stopped wondering.
A Year From Now, If You Don't
Same folders. Same forms. Probably fine. You just won't know until somebody has to find out.
Two minutes. Four questions.
Your call.