After a lifetime of careful money management and wealth building, it’s important to plan for your later years and beyond so that your assets can be shared and enjoyed by those you love. We have the experience and knowledge to help you define and pursue the legacy you ultimately want to leave behind.
Take your financial plan a step further.
With legacy planning, you can set out a personal expression of values, beliefs, family history, and so on, and implement ways of ensuring your legacy reflects these values over and above simple material wealth distribution.
If this includes a business you’ve built, you could provide detailed guidance on how you’d like it to be managed in the future, including any ethical approaches you feel are particularly important.
Provide a clear destination and purpose for your wealth.
As a father-daughter team, we are especially equipped to handle your legacy planning needs. We use our collective wisdom to truly understand you and your family’s personal and financial goals.
Turn your focus to enjoying your life and rest easier knowing you have planned for yourself, your heirs, and the institutions you care about.
When you have a sound plan in place for the bequeathal of your assets, you benefit from enhanced clarity about what is essential now, soon, and later. As such, assets are distributed in ways that are more satisfying because their meaning and impact are maximized.
For more information about our firm and the services we offer, send us a quick email or call the office. Brentwood Financial Advisors would welcome the opportunity to speak with you.
(424) 363-6862