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The Legacy of Love
Another completely unique planning tool Scott developed to simplify the second half of a client’s life is “The Legacy of Love”. We invite you to experience the seven steps to this planning tool.
A series of steps
you’ve hatched a respectable nest egg. Most people want to assure that their life’s work is preserved for themselves and their partner, the next generation, and/or charitable intention. we believe that there is a series of steps to accomplish what reverently call: A LEGACY OF LOVE.
With over 30 years of planning for clients, we have observed that as a client approaches financial independence and the joys of retirement, their planning concerns continue. Is it: how to help a child in need? Not leaving a spouse in a financial pinch after a long illness? Or, on the other hand, maximizing the value of ones estate? These actions define one’s legacy. What will your legacy be? Our process helps you define that legacy.
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Ralph Mazzuoccolo is currently administering this program. Contact us to learn more and schedule your initial Legacy of Love meeting.
Scott believes wealth management drills down into the broader holistic financial plan and brings focus to those aspects of life that build, preserve and distribute wealth.
Estate Planning / Legal Advice For a comprehensive review of your personal situation, always consult your legal advisor. Neither Cetera Advisor Networks LLC, nor any of its representatives may give legal advice.