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Legacy ~ Creating, Protecting & Preserving Wealth For Generations

We are a team of multidisciplinary experts in managing wealth, risk, estate preparation & investing in uncertain markets. We work primarily with business owners and multigenerational families around the country. Our mission is to take on the management of our clients' complex financial lives so that they can focus on building successful business, spending time with the ones they love and pursuing their personal goals.

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TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

 

Six Most Overlooked Tax Deductions

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A presentation about managing money: using it, saving it, and even getting credit.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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You’ve made investments your whole life. Work with us to help make the most of them.

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There’s an alarming difference between perception and reality for current and future retirees.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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