Our Succession
Kevin and Kim
We create strategies that are tailored to your needs and goals.
Kim and Linda
Years of experience have prepared us to guide you through your life transitions.
Christina and Katia
Do you know what to do if something bad happens to your financial advisor?
People who enjoy the Legacy Experience know the answer to this question,
Training Up the Next Generation of Legacy Advisors
None of us are getting any younger. That's why we are grooming the next generation of financial advisors through our internship and mentorship programs.