Legacy by Design helps wealth creators like you to build durable, meaningful bridges to your successors. You are so much more than the assets you’ve accumulated. No doubt you wonder how your legacy will impact the people and communities you care about after you’re gone. But you may feel powerless to influence that.
That’s where Legacy by Design can help. Few financial advisors are equipped to address the intangible legacy concerns that matter most to people. But that’s our specialty. We go beyond wealth planning. Through a series of interactive discussions, tools, and recordings, we help you create a vision for your life and your legacy, and communicate it to the people and charitable causes you love.
Our Legacy Advisors can, of course, help you with traditional estate planning – the nuts and bolts of putting your affairs in order. But from the first conversation you have with us, we focus on vision. What is important to you? What are your relationships like? What does money mean to you? Through these and other questions, you reach a clear vision that we then use to build and execute your Legacy Plan
Begin today…ask for a Legacy Consultation…
EMAIL: info@legacybydesign.com Or CALL 518-465-6447, ask for Brad