Who we have done it for

Plan Your Legacy's works with private wealth consultants, national and regional brokerage firms, mutual fund companies, money management firms, insurance companies, and banks. Here is a partial list of clients we have worked with or are currently servicing:

• UBS
• American Express (Ameriprise)
• Ensemble Financial Services
• McDonald Investments
• Capitas Financial, LLC
• AM&M Planners
• Fairport Asset Management
• The Legacy Companies
• InKnowVision

In addition to our direct clientele, we are proud to note that we have helped people all over the world implement meaningful legacy plans through our network of licensed legacy advisors.