Build a legacy rooted in family

Family lends us a strong sense of identity. So it makes sense that traditional legacy planning focuses on this area of our life and the financial resources we want to leave to our loved ones. But what about the here and now? Are you clearly communicating your values? Teaching the life lessons that are important to you? Sharing traditions that you hope will live on for generations? Here we offer insights into how to live your legacy starting right now.

"Carve your name on hearts. A legacy is etched into the minds of others and the stories they share about you."

69% of Americans say family provides a great deal of meaning in their lives. Source: Pew Research Center 2017 study
33% of parents with children under 18 say they would like more time with their kids. Source: Pew Research Center 2013 study
76% of Americans say having a will is important, but only 40% actually have one. Source:’s 2019 survey

Live with intention

Every moment spent with loved ones helps shape your legacy. Make it one that endures for generations by working with our team on a financial plan designed to address what matters most.