Broker Check

Multigenerational Planning

What do you want your legacy to be?

Often times we find that clients can save, budget, invest with a plan but when it comes to transfer of wealth they have a lot questions such as:

• How much do I want to leave for my beneficiaries?

• How do I want my wealth to impact my children and grandchildren’s lives?

• What kind of legacy do I want to leave behind?

It can be tricky to have that conversation with your beneficiaries. However, if you are not proactive it can lead to lasting consequences. To ensure our families pass their wealth in a tactical manner we offer strategies to do so. A comprehensive financial strategy will allow you to achieve your multi-generational financial goals.

Investing for Inheritance

We can help you protect your financial security and retirement, while planning for investments your children will inherit. By taking a comprehensive outlook on your assets and retirement needs, we develop an investment strategy for any excess portion of your portfolio that can be invested with your children’s or grandchildren’s needs in mind.

Investing for Retirement

When is it beneficial to convert your Traditional IRA funds to a Roth IRA during retirement? We will guide you on these decisions, looking out for your current situation and the future benefits to your children.

Family Giving & Trusts

Guidance for gifting assets to your children and grandchildren each year. We can help you determine when gifts or a trust arrangement is most appropriate for those you love.

Building a Solid Foundation

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources to help you and your family build a solid foundation which includes multigenerational planning for the next generation.

Want to see if we are the right fit to help you and your family with Multigenerational Planning?

Have a Question about a Multigenerational Plan?

Thank you!
Oops!