How Financial Integrators Turned Estate Planning into a Scalable, Revenue-Generating Service

About Luke & Financial Integrators

Based in Joplin, Missouri, Luke Taggart is a Financial Advisor at Financial Integrators, where he helps business owners and families bring clarity and confidence to every financial decision. His firm takes a holistic approach to financial planning, integrating retirement, tax, and estate strategies to create truly comprehensive solutions.

Luke is passionate about simplifying complex processes, especially estate planning, which many clients find intimidating. “Our clients want simplicity without compromising quality, and they want us involved in the process, not sidelined,” he explains.

He began his career as a paraplanner, gaining hands-on experience building strategies and supporting client relationships. Today, he continues to honor that foundation through a fiduciary approach centered on education, transparency, and long-term trust.

The Challenge: High Costs, Low Clarity

Estate planning was a persistent roadblock for clients at Financial Integrators. The traditional attorney route often came with high fees, opaque processes, and little collaboration between legal teams and advisors. As Luke explains, clients were discouraged by:

• Cost barriers: Traditional estate planning felt overpriced, especially for those with simpler needs.
• Disconnected processes: Advisors were often cut out of the loop, creating gaps in implementation and client understanding.
• Client inertia: Many clients delayed estate planning simply because it seemed too difficult to start.

“People were overwhelmed or priced out of the process altogether. We needed something that clients could actually start—and finish—with confidence,” said Luke.

 

The Solution: Wealth.com

Luke and his team explored several platforms before choosing Wealth.com. The key differentiator was comprehensive functionality built for financial advisors.

“We tried other solutions, but none were as comprehensive. Wealth.com offers everything from document creation to visualization tools like Ester®, which are useful no matter where someone is in their estate journey,” Luke said. 

Wealth.com’s digital-first experience was a game-changer for Financial Integrators. Advisors can guide clients from onboarding and document creation to post-plan visualization and analysis. And because it’s built for advisors, it integrates seamlessly into existing workflows.

“It was very seamless getting started. We just plugged it into our process and hit the ground running,” said Luke.

The Impact: Better Client Engagement, Clear ROI

Since adopting Wealth.com, Financial Integrators has seen a measurable uptick in client engagement and satisfaction:

• Increased trust: Clients now see the firm as a full-service provider, including estate planning.
• Faster action: Clients who previously stalled are now completing their estate plans with confidence.
• Visual feedback: Reports and visualizations make the value of the estate plan immediately clear.

In fact, Wealth.com has become so integral to Financial Integrators’ estate planning process that it’s now monetized as a core service, with pricing based on client complexity.

“We have seen more people trust our process as a one-stop shop for all things financial planning,” Luke said. “This is an integral part of our brand, and it has become our main solution for most clients.”

Luke notes that clients frequently comment on how easy the sign-up process is, how helpful the document creation tools are, and how visually impressive the estate plan reports have become.

“Wealth has given many clients peace of mind,” Luke said. “We have so many people who have wanted to get started with estate planning but have found the costs and process too cumbersome. This tool gives people the opportunity to set their estate up for success or reinforces what they need to know for documents that have already been created.”

Wealth.com has been a seamless addition to the firm’s existing processes and they’ve received excellent customer support from the Wealth.com team. “The usability for the advisors has given us no problems. Everyone at Wealth.com from the customer service team to the relationship managers have been superb,” Luke said.

Looking Ahead: Wealth.com as a Pillar of Planning

For Financial Integrators, Wealth.com isn’t just another tech tool—it’s become a foundational part of their financial planning ecosystem.

“This is the satisfier of our estate planning pillar. Whether a client needs simple documents or a revision, this is what we use,” Luke said.

To other advisors who are still evaluating their options, Luke offers simple advice:

“Give it a try with your clients. I think you’ll be impressed with the results and how naturally it fits into your practice.”

Want to See How Wealth.com Can Elevate Your Practice? Schedule a demo today at wealth.com/demo.

A special thanks to Luke Taggart for sharing his valuable insights on how Wealth.com has helped Financial Integrators streamline estate planning and offer more value to their clients.