Legacy Planning

Tomorrow’s Impact Today.

Legacy Planning

Tomorrow’s Impact Today.

For your Future
and Theirs.

Throughout your life, you have devoted your time, finances, and heart to your loved ones and worthwhile organizations. Those investments speak of who you are and the vision that you have for the future.

Watch as the family in this video shares about legacy living.

Watch the video.

Your Family

Legacy planning is for you and by you – but also for the benefit of your family and loved ones. It is designed to ensure that momentum is given to the next generation and that your wealth will carry on for many years to come. We encourage meetings with you and your family for planning and discussions that are unique to this stage of life.

Someone’s sitting in the shade today because someone planted a tree a long time ago.

- Warren Buffett

Your Influence

You are passionate about worthy organizations whose outreach should be supported. This honorable work is something we believe in as well. Your influence in the community and the world can be enhanced with planning that is tailored to incorporate your chosen charities and organizations.

You

This is a reflective time of life, an ideal time to consider your story and how you can finish well. Of course, there are concerns about health or family issues, but aren’t there also great joys and personal fulfillment? Even now, while you enjoy past successes, there is still a present and a future to plan for.

Helpful Tools

Family Information

Put it in a Letter

Finish Well.

If you’re ready to set your legacy in motion and would like to hear from us, take a moment to fill out the form, and we’ll reach out to you within 1 business day.

Thank you.

Your message has been received, we will be reaching out soon!

- Mosaic Wealth Management Group