Leaving A Lasting Legacy

What is a legacy?

From traditions to shared faith; from keepsakes to photos; they're all priceless. However, they cannot be used for college expenses, special–needs planning or financial security for heirs.

Planning Your Legacy

Determine which family members, friends and charities you'd like to make provisions for.

Know the targeted amount of your gift(s).

Work with your coach to establish your legacy plan.

Know Your Options

Your coach can help you establish a plan to protect your legacy from potential life event pitfalls.

Protect Your Legacy

Sharing your financial missteps as well as your success can be one of the most viable legacy you can leave your heirs. It can serve as a road map of dos and don’ts to potentially avoid repetition of failures.

Talk to a knowledgeable coach
Our coaches can help you. Learn about the value of having a coach