LEGACY PLANNING CONCEPTS

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Will your family be receiving the legacy that matters most?

 

More than just a bank account or stock certificates—your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them.

 

With this in mind, the question for you becomes more about what each of your family members value most. You can't really know until you start talking about all these key components of creating a legacy.

 

Although every family will have different priorities and values, we strive to help our clients develop plans to accommodate the needs of their heirs.

Although we are not estate planners and do not provide tax or legal advice (we can connect you with professionals in those areas), we can help you explore your life insurance and investment options to help meet your legacy planning goals.   

ABOUT US

We believe everyone deserves a chance to succeed.  Your net worth does not decide whether or not help should be available to you.  We have clients from all walks of life and we truly enjoy helping the people we know achieve their dreams; whether they be retiring, paying off a house, travelling, paying for college...or any other challenge.  We succeed when you succeed.  

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PHONE: 925.838.7566

EMAIL:   mikelickiss@foundationfinancialgroup.net

MAIL:     3201 Danville Blvd 200

               Alamo, CA 94507

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Advisory services through Resource Investment Architects, Inc.

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