LEGACY WILL PLANnING GUIDE

ENSURE YOUR VALUES OUTLIVE YOU

As a Senior Wealth Advisor, I've created the "Legacy Will Planning Guide" to help you pass on your cherished values and memories, along with your wealth.

As a CERTIFIED FINANCIAL PLANNER™ Professional, I am Tim and...

I CAN GUIDE YOU IN CREATING A LEGACY THAT ENCOMPASSES YOUR VALUES.

Many struggle with how to pass on their values and traditions. The "Legacy Will Planning Guide" provides thoughtful prompts to help you craft a legacy that goes beyond financial assets.

Created the comprehensive "Legacy Will Planning Guide"

Helped hundreds of families pass on more than just their wealth

Certified Financial Planner with a focus on legacy planning

The Challenge

YOU ASPIRE TO CREATE A LEGACY THAT ENCOMPASSES YOUR LIFE'S WISDOM.

I understand. Crafting a legacy that truly reflects you is a deeply personal and reflective process. What's hindering you from creating a legacy that encapsulates your core beliefs?

Symptom #1

YOU'RE FINDING IT DIFFICULT TO DOCUMENT YOUR LIFE'S WISDOM

You've gathered a wealth of knowledge throughout your life, but are you struggling to put this wisdom into words that will outlive you?

Symptom #1

YOU'RE FINDING IT DIFFICULT TO DOCUMENT YOUR LIFE'S WISDOM

You've gathered a wealth of knowledge throughout your life, but are you struggling to put this wisdom into words that will outlive you?

Symptom #2

YOU'RE UNCERTAIN ABOUT HOW TO ENSURE YOUR TRADITIONS LIVE ON

You have cherished family traditions, but are you finding it hard to ensure these are passed on to future generations?

Symptom #3

YOU'RE STRUGGLING TO CREATE A LASTING IMPACT BEYOND MONEY

You've accumulated wealth, but are you finding it challenging to create a legacy that goes beyond financial assets?

Symptom #3

YOU'RE STRUGGLING TO CREATE A LASTING IMPACT BEYOND MONEY

You've accumulated wealth, but are you finding it challenging to create a legacy that goes beyond financial assets?

BEGIN CREATING A LEGACY THAT

GOES BEYOND WEALTH TODAY

The Solution ...

CREATE A LEGACY THAT TRULY REFLECTS YOU

You can continue to wonder how to create a legacy that goes beyond wealth, or you can use the "Legacy Will Planning Guide" to craft a meaningful legacy that truly reflects you.