Personalized Financial and Insurance Planning You Can Trust

There is no one-size-fits-all approach to wealth planning. That’s why at Living Legacy we make it our mission to help you customize a holistic plan, taking into consideration all your financial needs to help protect you, your family and your business. We’ll examine where your finances stand currently and help you make informed decisions to get to where you want to be.

We will guide you every step of the way in building and preserving your wealth and we’ll craft a plan that addresses the most critical things first:

PERSONAL PLANNING

  1. Introduction and Financial Decision-Making Conversation
  2. Quantify Personal Resources
  3. Identify Gaps in Present Course of Action
  4. Formulate and Implement an Action Plan
  5. Monitor the Results and Adjust as Necessary

STRATEGIC FINANCIAL PLANNING FOR BUSINESS OWNERS

  1. Identify Your Objectives
  2. Quantify Business and Personal Resources
  3. Identify Threats to Your Finances and Implement Contingency Plans 
  4. Identify Strategic Opportunities to Reduce Taxes, Save Money, and Retain Key People 
  5. Determine Ideal Exit Path
  6. Design and Implement Estate and Wealth Preservation Plan