The Legacy Lifestyle Program

As Retirement & Estate Planners with decades of experience, we at The Legacy Group invest our time managing our client’s futures, not searching for clients.

Through these years of experience we have met many successful people that due to the busyness of life and the complexity of the process did not formulate a concise Retirement / Estate plan; having lived with undue stress and worry because the details of their future were unknown to them.

The “Legacy Lifestyle Program” was therefore created and has evolved to become “a life enhancing, transformational process” for many of our client’s. It employs advanced planning strategies that enhance and protect your lifestyle through all phases of life. Most importantly it removes the stress and worry regarding the future by laying out a detailed process and plan. It makes the intangible elements of future planning tangible so you can be more confident about the specific direction you are taking.

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The Legacy Lifestyle Program is for those who are serious about planning for their future and desire a more involved planning solution than typically offered in the industry.

Retirement & Estate PlannersThe focus is in-depth and very specific to each client. Transparency and a willingness to set aside the initial time required to properly create an attainable plan for the future, is a pre-requisite. Information collected in custom tailoring an advanced program specific to your future goals, needs, and wants is confidential. It is our guaranteed to help you become very organized, while helping protect and grow your assets. Intern you will feel much more relaxed and in control as we work together to achieve your dreams with confidence.

As our wants are always greater than our needs; tell yourself what you need, and ask yourself want you want. Both can be achievable, but it is important to define the difference in starting the process.

The first step will be an interactive 90 minute fact finding session, during which we will provide more information about “The Legacy Lifestyle Program” and address the first two steps of the process;

  1. We will assess your current situation, and
  2. Set clear written lifestyle goals and financial objectives

After the initial meeting if you feel you would like to join the program we will provide you “The Legacy Lifestyle” kit to be completed prior to our next meeting

To find out more about the Legacy Lifestyle Program,

Call today 250 480 1095 or complete the form below to arrange your personal meeting. All requests are kept in the strictest of confidence.

 

Cadillac Ave Office

Effective October 1st, 2014
Unit 2-15 Cadillac Ave
Victoria BC V8Z 1T3
Phone: (250) 480-1095

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