Advisory Services Since 1933

CONNECT

Address:

949 South Shady Grove Rd, Ste 300
Memphis, TN 38120

Phone:

901.767.5951

Estate and Legacy

 

 

 

 

 

 

 

 

 

 

 

 

You tell us what you’d like your legacy to be, and we’ll help you get there. 

You’ve worked hard during your life to build things: a family, a career, a business, a life. Along the way, you also managed to accrue some wealth, assets, and responsibilities. One of those responsibilities is to serve as a steward for the life you’ve built and the wealth you’ve accrued. Now, it’s time to think about how best to preserve and pass on your legacy.

 

Our team can help you achieve your vision of what your planning process might look like for you and your family. Included in that conversation is:

  • An interview about what you’d like to achieve
  • A review of where you are today and what’s in place
  • What you and your spouse's needs are
  • Consideration of tax efficiencies
  • Family goals and concerns
  • Business Transition
  • Philanthropy
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck