Pro-vi$ion Legacy Planning Process
The Pro-vi$ion Legacy Planning process is a professionally designed, step by step process that enables clients to connect their passions to their wealth. Our four phase process offers a “thumb print” approach to discovery of their current situation, assessing risks and frictions to their Legacy Plan as well as their wealth transition. Strategic plan design and solution implementation complete our Legacy Planning process. This step by step process is controlled and driven by the client’s needs and passions at each phase.
In many cases, clients are surprised to learn of the opportunity to receive more by giving more. Our comprehensive approach to retirement planning utilizes a maximum number of tools allowing greater income potential during retirement.
The end result is to allow our clients to have a greater impact on themselves, their families, and their communities.