I’m Building a Legacy
When approaching retirement, it’s common for people to start thinking about legacy planning: how they’ll be remembered and what they’ll leave behind. In most cases, leaving a legacy for children, grandchildren, or charities – and other causes people are passionate about – takes careful planning and the advice of a certified financial planner. We have strategic insights on how to best position you and your loved ones for long-term generational wealth, and an transition plan for the heirs you leave behind.
“From trusts to estate planning to allocating your assets correctly for the next generation, the important thing is to leave no stone unturned.”
You’ve worked hard for your money, and you should reap the rewards now. But many people who are in the fortunate position of having enough assets to transcend generations need financial clarity on how to do so. From trusts to estate planning to allocating your assets correctly for the next generation, the important thing is to leave no stone unturned. Small mistakes in planning for the future can potentially cost tens of thousands of dollars or more in probate fees, taxes, and portfolio returns.
We often observe most families do not have adequate contingency plans in place for the unexpected. We work hand-in-hand with your team to make sure your estate plan is sound with appropriate provisions for life’s contingencies.
Every family can benefit from effective legacy and wealth transfer planning. Finding a fiduciary you trust is of upmost importance as you begin to create a legacy.
If you are thinking about how to structure a portfolio for the next generation, we can help!
~Family~
If there is one value that keeps us strong above all else it is our commitment to the family values of support, teamwork, and sacrifice. We are here for you because you are not just a client, but an extension of our Red Oak family tree.
Services
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Financial Planning
Define your financial and life goals based upon your resources, risk profile and lifestyle, and then outline a balanced and realistic financial plan.
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Wealth Management
Define your financial and life goals based upon your resources, risk profile and lifestyle, and then outline a balanced and realistic financial plan.
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Retirement Planning
We help you to create a realistic picture of your retirement income potential and design a plan to help you aim to maximize it after your working years.
“The great use of life is to spend it for something that will outlast it.”
-William James, Philosopher