Legacy Planning and Charitable Giving 2018-11-30T23:02:25+00:00

A life well lived is its own reward and that includes leaving a legacy for your loved ones and the causes that are dear to you. The idea of legacy planning can be a sensitive and challenging topic for many of us, while others may have a clear picture of what they would like to accomplish.

Our caring advisors understand the emotional and practical components that go into creating a legacy plan that is properly structured to carry out your wishes and will guide you through the process. It all starts by putting your needs first and taking the time to meet and discuss your wishes.

From establishing and funding a family foundation to creating a comprehensive charitable giving plan, we approach these issues from a fiduciary and holistic perspective. Our goal is to ensure you that your wishes will be carried out to your exact standards and that our solutions are constructed within the context of your overall financial circumstances and incorporate the latest in tax-advantaged strategies.

Contact one of our knowledgeable advisors to learn more about our Legacy Planning and Charitable Giving solutions or set up a meeting to discuss your unique needs.

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“INVESTMENT STRATEGIES FOR THE 21st CENTURY”
by Frank Armstrong

“THE INFORMED INVESTOR”

by Frank Armstrong

“THE RETIREMENT CHALLENGE – SINK OR SWIM”
by Frank Armstrong

“SAVE YOUR RETIREMENT”

by Frank Armstrong

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