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

 

BUSINESS RETIREMENT, SUCCESSION, AND EXIT PLANNING

  1. Identify Owner’s Objectives
  2. Quantify Business and Personal Resources
  3. Facilitate Planning to Maximize and Protect Business Value
  4. Determine Ideal Exit Path
  5. Facilitate Implementation of Business Continuity Plan
  6. Facilitate Design and Implementation of Estate and Wealth Preservation Plan