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Plan Your Legacy With Financial Confidence 

Legacy planning, while broad in definition requires finite attention to detail. From making sure a family has adequate protection from death or disability to a comprehensive estate plan to take care of a family member with special needs, working with a financial planner can help you prioritize action items. We work with your team of trusted attorneys and accountants to make sure you and your family are looked after.

We commonly assist clients with their legacy with the following tools and techniques:

  • Reviewing wills, trusts, and existing beneficiary designations
  • Implementing life and disability insurance
  • Developing a care plan for a family member with special needs
  • Estate tax mitigation and protection

Our estate professionals aim to provide you and your loved ones with the peace that comes with knowing you have your affairs in order. We believe everyone deserves to have their wishes honored when bequeathing their assets.

Give Us a Call Today 

Do you have questions about legacy planning? Our representatives are standing by to answer your inquiries and set you up with an advisor.


Thrivepoint Financial and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation

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