The Legacy of Love

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.