Achieve Your Financial Goals For a Bright Future
Plan for the life you want tomorrow with the resources you have today
Protect Your Quality of Life & Reduce Financial Challenges
Mitigating risk and protecting what matters most is the first step in any effective financial plan.
Living Legacy works to prevent business owners, professionals, and their loved ones from suffering through a financial catastrophe or an unfunded future.
By collaborating on a holistic plan to achieve your personal and professional wealth management goals, the choices you make today can create the life you want tomorrow.
Create Your Financial Future
You’ve put in the work to build a successful business or career, and you deserve to enjoy the confidence that comes with financial stability. Business owners and professionals trust Living Legacy to make that vision a reality.
A Shared Vision of Success
Plan for business continuity and personal protection that will help reduce the need to work and help you maintain your quality of life in the future.
Maximize Your Strategic Value
Strategic financial planning for business owners can take months of analysis and collaboration. Even if you don’t have plans to retire or sell, it’s never too early to plan for your future.
Holistic Wealth Planning for Retirement
Enjoy life now and choose your retirement date with a comprehensive, empowering approach to financial planning that helps mitigate risk and uncertainty.
Personalized Plans for Financial Stability
Prepare for the future you want by growing your assets while you continue to generate income. You can plan for tomorrow while still living for today.
Strategic Financial Planning
for Business Owners
Help protect your company's future – and your own – when you create and implement a plan based on our holistic evaluation of your resources and your goals.
Identify Your Objectives
Quantify Your Resources - Conduct a Business Valuation & Gap Analysis
Identify Threats to Your Finances & Implement Contingency
Plans
Identify Strategic Opportunities to Reduce Taxes, Retain Key People & Save For Your Future
Design & Implement Your Estate and Wealth Preservation Plan
Determine Your Ideal Exit Path As Necessary
Personal Planning
for Professionals
Our process is designed to give you a comprehensive plan that helps mitigate risk from potential uncertainty. Spend your future days enjoying what you have earned by proactively managing your wealth now.
Introduction & Financial Decision-Making Discussions
Analyze Personal Resources
Identify Threats to Your Finances & Implement Contingency Plans
Formulate & Implement an Action Plan
Monitor Results & Adjust as Necessary
Certifications
Certifications
Frequently Asked Questions
Why do you need a financial strategy for your personal or professional future? Find out here.
Answers for Professionals
- The best time to plan for your financial future is while you are still actively generating income, not when you want to retire. In fact, failing to plan ahead could make it difficult or impossible to retire when you want to.
- An effective financial professional will analyze your goals and resources and create a plan that will help mitigate risk and protect your quality of life in the future. Choosing to work with the right guide now can help prevent costly missteps that may negatively impact your future.
- As fulfilling or lucrative as your career may be, it’s always a good idea to have a plan in place for possible contingencies. Personal challenges like an illness or disability could prevent you from working in the future, and having insurance, investments, and other protection in place can protect what matters most if circumstances change.
- Your financial plan shouldn’t be set in stone, and neither should your financial planner. As your life progresses, your planning partner should be responsive and provide clear guidance on any changes that will be necessary to protect your financial future.
Answers for Business Owners
- Yes – we will all exit our business someday even if there isn’t a formal transition. Whether you plan to sell your business to a third-party buyer, transfer to family or key employees, or simply close it down, a well-implemented exit plan can take several years to execute successfully. Lucrative opportunities might not be available to you if you wait until there’s an offer on the table or you’re ready to retire.
- That’s okay; it's normal not to know all of these things from the jump. But there are still important steps to take well before an exit that can help optimize your position in the future.
- Yes, because changing personal or economic circumstances could force you to stop working at some point. We can explore strategies to help you save money for the future via tailored retirement programs that also provide tax benefits. There may also be key employees who are critical to company operations who you want to incentivize to stay. Finally, you’ll want a plan to protect and preserve your wealth for your family, even if the business ultimately closes down.
- Many business owners put off leaving their business, even if they're ready to sell or retire, because they are concerned that their resources won’t produce a sufficient retirement income. With proper planning, that doesn’t have to be the case for you.
Reduce Financial Challenges & Build a Prosperous Future
Plan to live out your vision of the good life with Living Legacy