Living My Legacy Planning Services

Member Description

We help people to discover and secure the future they really want, by helping them to achieve their dreams across generations.

Our planning goes beyond the numbers to help you construct a vision for the future that is developed from the strength of the values which have guided and sustained you throughout your life.

We do this by combining the best tools and services of traditional planning with the unique, multi-generational perspective of The Heritage Process, and by coordinating efforts with clients and their other advisors to implement the three essential elements of planning - financial, estate and heritage planning.

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