Our Legacy Planning Process...


     Building a financial plan is much like assembling the pieces of a puzzle. Once you decide what you want to accomplish (your purpose), you can move forward with a goal in mind (picture on the puzzle box). We work with you to identify and build the framework of your plan (the edge pieces) before addressing specific components of your legacy picture (inside pieces). Over time, we continue to manage your financial plan and make adjustments to meet your changing needs.





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