Goals

"A growing number of people see their money and what they do with it as an extension of who they are. They have established a spiritual and philosophical link between their souls and their money."

- Scott West and Mitch Anthony, "Storyselling for Financial Advisors" –

 

A financial legacy is more than “leaving something for the kids”. It's an expression of a person's reputation… their achievements, beliefs, and values. It's what they do (or did) with their assets and how those actions impact others, now and in the future. Our job is to keep that process on-track, to assure that what is done is consistent with someone's intended legacy. In a sense, our clients can prepare to live forever.