Do You Have an Exit Strategy?

Ensure you have the Plan and Resources in Place
to Secure Your Retirement.

How Can Living Legacy Help You?

Business Owners

At some point in your life, you are going to have to make a departure from your business and transition into life outside of work. Having plans and practices in place for your company beyond your involvement is important, but you also need to have security for yourself and your family. Keeping your legacy alive for generations and generations is possible with financial planning with Living Legacy.


You don’t want to retire and have nothing to show for decades of work. Even if you are just getting established in your career, you can start taking measures now to ensure a bright future for you and your family through retirement. Living Legacy can help you formulate and execute a path to a secure retirement.

The legacy you leave behind matters. With the right wealth management, the unexpected things in life don’t have to derail your plans for the future. Financial planning with Living Legacy helps you protect what matters most to you. Let’s create a plan to help you achieve your financial goals.


Headshot of Aaron, Puttroff, CExP™, CFP®, CEO, Living Legacy

Aaron Puttroff, CExP™, CFP®
Founding Partner, Living Legacy