Legacy Solutions
Services
Retirement Planning
Develop a plan to accumulate the wealth needed to retire on schedule and create a distribution strategy geared towards enjoying your retirement years to their fullest.
Wealth Management
The best investment strategy is one you are comfortable with and helps you hit your goals. Our wealth management services are tailored to your specific risk tolerance and objectives.
Risk Management
Our risk management services help guide you through implementing the life, disability and long term care insurance that best fits your needs, allowing you to focus on enjoying life.
Estate Planning
A blueprint for the management of your assets during life and the distribution of those assets at death, including specific legacy or charitable objectives.
Executive Benefits
Take care of your best and brightest employees. Make sure your key players have adequate compensation and benefits and increase your employee retention rates.
Business Continuity
Make sure the business you build lands in good hands. A seamless succession plan makes sure that the transfer of created value is efficient in the event of death, disability, or retirement.
Our process
discover
We learn about the dynamics of your family and business so we can help you define your financial goals.
Analyze
Our team will take a deep dive into the specifics of your financial situation so we are fully informed to make decisions.
Stress Test
Together we explore the potential outcomes of various “what if” scenarios to make sure you are set up to succeed.
Action Plan
We lay out the specific steps we will take together in order to achieve your goals.
Monitor
Life happens! We will be keeping an eye on your plan and the markets to make adjustements as needed.