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 Reason to believe“Compassionate Financial Advisors who employ our legacy planning services are poised to realize a significant return on investment in less than a year—both financially and personally.” What others are saying: "This is a very powerful tool that deals with the most important issues in our lives and beyond. Unfortunately, we spend too much time hurrying through today and cleaning up yesterday to give tomorrow--and those who will live in it--the thought, reflection, and planning they deserve. I congratulate everyone involved in putting this together." “The concept itself is a fantastic eye opener addressing issues that are on most people’s minds.” “How important to know, that the bond between me and my clients is an authentic, genuine love for them and their families and their love for me as someone who cares.” “The “warm and fuzzies” can help retain assets as they pass from generation to generation.” Additional words of wisdom
“The introspective approach to financial planning has been around since the mid-90s, but now, as the baby boom cohort reaches the other side of middle age, its time has truly come. Boomers, the financial services industry has decided, respond better to soul-searching than to boilerplate asset allocation models. To attract their business, hundreds of independent planners are taking special training in life planning techniques.” — Life Planning Goes Mainstream: Joan Warner. Financial Planning. New York: Sep 1, 2006. pg. 1
“Our job is to match client resources with client psychographics, understanding their hierarchy of concerns, whom they love and who loves them, what they love and why, and what matters while they are on this earth and what they think will matter when they are gone.” —The Upside to Anxiety. Lewis Walker. Journal of Financial Planning. New York: Jan. 2007; 20, 1. P. 34.
“With Americans turning 60 at the rate of about 8,000 a day, interest in ethical wills is exploding. In fact, baby boomers queried on inheritance last year by Allianz Life Insurance said they'd be 10 times more grateful to receive life lessons from their parents than to get material goods.” —Ethical wills: bequeathing your life lessons. Dianna Marder. Knight Ridder Tribune News Service. Washington: Apr 9, 2007. pg. 1
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