A good legacy plan allows you to take what you’ve build and find the best ways to channel it toward your retirement, philanthropic and family goals. Our offering is designed to address all the financial challenges of transitioning from the wealth-building phase to the legacy-building phase.
It takes a process to uncover significance of what you’ve built and the legacy you want to leave. After working with countless business owners, retirees and professionals over the course of 30+ years, we’ve developed a disciplined approach to help our clients do just that.
We start by examining your accumulated wealth and defining the legacy that you hope to achieve.
After gathering options for each aspect of your plan, we communicate them in clear terms.
We bring the best options together in a comprehensive plan that incorporates your accountant and other professionals.
We present your plan to you and walk you through the steps involved in creating the legacy you have defined.
We ensure all aspects of the plan are implemented effectively.
While monitoring and reviewing your plan, we keep multiple lines of communication open to ensure you stay informed.