Legacy Planning

Your legacy is the story of your life. It represents where you’ve been, how you’ve lived, and the impact you’ve made along the way. It’s the part of you that you’ll leave behind for your family.

Your legacy financial planning is about so much more than just “estate planning” or making a plan for how to manage your portfolio when you’re gone. It goes beyond making sure you are maximizing the wealth you will leave behind to your heirs. And it’s more than working hard to minimize the taxes your loved ones will have to pay.

Of course those things are important, and they are details we take seriously.

At Awaken Wealth Partners, we believe true legacy planning includes all of those factors as well as ensuring your family understands the values and goals that are also a part of your legacy. 

As your partner, you can trust that your legacy rests well in our care.