Legacy Planning

It doesn’t take a multimillion-dollar investment portfolio to pass on assets to your future generations. You can use your investments and leverage them with an insurance company to provide income tax free death benefits. You can buy a universal life insurance policy that will pay out the income tax free death benefit to your beneficiary(ies). Let us use the wealth that you’ve accumulated to leave your benefactors the most possible using a different selection of investment and insurance products. There isn’t one right way for everyone, but we will work to find the best to fit your personal needs.