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Our Succession

Kevin and Kim

Kevin and Kim

We create strategies that are tailored to your needs and goals.

READ U.S. NEWS BUSINESS REPORT ABOUT HOW FINANCIAL ADVISORS SHOULD BUILD A SUCCESSION PLAN
Christina and Katia

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,

READ WHAT TO DO IF YOUR FINANCIAL ADVISOR DIES
<h2 data-section-id="6" data-box-id="1" data-box-type="title">Training Up the Next Generation of Legacy Advisors</h2>

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. 

How We Work