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Advisors using the Legacy approach are the only ones who have their clients systematically Affirm their goals.

Do you know what happens when a client provides an affirmation and written confirmation that their goals are accurate? They tend to implement with you.

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Meeting around the table
Choices, Decisions

Welcome to the Table

When it’s time to sit down at the planning table with a wealth holder, odds are you won’t be alone. Regardless of the wealth holder’s

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Want to learn more about Legacy and how we can help you? Speak to our team today.

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