Introduce your loved ones to our educational approach while initiating invaluable conversations to the importance of financial life planning.
Our Legacy Program empowers your loved ones so they can make future decisions with clarity and confidence, increasing the potential for them to LIVE THE LIFE THEY WANT.
The Legacy Program engages your closest family to receive our coveted Second Opinion Review service (at no cost).
Whether it be helping them to develop their first financial life plan or providing them with a Second Opinion Review of their current course – we will examine their existing investments, insurance, tax, and estate planning documents and address anything in question.
Your family’s best interest is first and foremost when engaging them in our Legacy Program. We’re here to educate, not sell. We can help them implement the recommendations, they can do it themselves or instruct their existing professionals if they so choose.
Complete the contact form below to schedule your family's complimentary Legacy Program service today!