Wealth Legacy Group specializes in assisting privately held business families plan for the pre-transition & post-transition issues of wealth, risk reduction, business growth & succession, and legacy. With a fee-based approach, the Wealth Legacy Assessment™ is a tool that provides comprehensive guidance rather than promotion of financial products. The Wealth Legacy Assessment™ allows clients to have peace of mind knowing that their actions are aligned with their goals, and that we are putting their best interests first.
When was the last time you got so much positive news – on the TV, internet, radio, etc. that you just threw your hands up and said, “That’s it. I just can’t take any more positive news.” Has that happened … Read More
Do You Know What Questions To Ask For Your “Investment Audit?” I recently met with a new client (let’s call him “Steve” – not his real name) to do an audit of his investments as well as the investments of … Read More
12 Pitfalls & Traps That Will Keep You From Retiring Well Welcome back to our last installment of a three-part article. In the first and second installments, I had discussed eight pitfalls and traps that can keep you from retiring … Read More
We interrupt our three-part article on “The 12 Pitfalls & Traps That Will Keep You From Retiring Well” to discuss recent events in the music world in this month’s Imagine That Newsletter. One of B.B. King’s signature songs “The Thrill … Read More