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Plan Your Legacy

To plan your legacy, we start with risk management. After putting protection in place, we look to wealth accumulation and wealth preservation and distribution.

Each person, business, and story requires a different plan. Send us an email or call stating your concerns and needs. We will be happy to discuss a strategy that will help plan your specific legacy.

Our three step strategy helps us create an individual strategy that finds solutions for your particular needs and a path for your specific goals.

1. Risk Management:

  • Is your income protection maximized? Are you eligible for discounts?
  • Is your business protected? Do you have other assets to consider protecting?
  • Do you have any other protection needs?

2. Wealth Accumulation:

  • Are you saving enough? Are you managing your debt? Do you have a fully funded emergency fund?
  • How are your investments (retirement, college funding, etc.)?
  • Is fee-based financial planning for you?

3. Wealth Preservation and Distributions:

  • Do you need estate coordination, retirement income planning or trust services?
  • Do you need a business exit strategy?
  • Do you have charitable giving to establish?