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.
Gobble, gobble. Thanksgiving is a core American holiday where many get to spend quality time with their friends, family and loved ones, maybe watch some football on T.V., enjoy a home-cooked meal – and all this on a weekday! For … Read More
Several weeks ago, a client asked how he could best help a grandchild with their college expenses, which prompted this month’s Imagine That! newsletter. Whether your intentions are to help pay for an education, a wedding, a home or … Read More
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