We work so hard to build a life, but do we give thought to what we will leave behind when we are gone?  The need to leave a legacy is our spiritual need to know that our lives had meaning.

We always encourage our clients’ to spend every dollar they have, because they worked hard for it. But some clients’ have been blessed with having more than enough to live the way they would like and to still leave a legacy. For those clients we encourage them to think about what is important to them and what legacy they would like to leave to their children and grandchildren, and even generations beyond.

“The legacy of heroes is the memory of a great name and the inheritance of a great example” Benjamin Disraeli (British Prime Minister and Novelist)

The greatest legacy you can leave is the example of responsible financial planning. Our job is to help you put your ideas into action. We can help you identify those things that you would like to be part of your legacy and bring in specialists as needed to make sure your wishes become reality.