Legacy Planning

"Dream no small dreams for they have no power to move the hearts of men."

Johann Wolfgang von Goethe

At KG Advisors, one of our primary goals is to help clients achieve or maintain a desired degree of financial independence. Over the past 15 years of working with hundreds of clients, it has become apparent that something unspoken is missing in many people’s lives. Drinking from the cup of affluence can be intoxicating, although eventually the aftertaste is boredom, restlessness, and a yearning to move from success to significance. This is where Legacy Planning comes in.

We regularly meet with people who are beginning to worry they might not have enough time for a bigger dream or greater legacy to be fulfilled—to realize and enjoy that passion that makes them come alive.

Through our new process, Legacy Planning, we help clients clarify their fuller picture, and focus on what they truly want to do with the rest of their lives. Legacy Planning combines money management and dream fulfillment.

Legacy Planning...

...is a life-planning process that guides you as you discover what a life of meaning might look like.

...helps you identify your purposeful life goals, which are used as a personal GPS to arrive at your desired destination.

...acts as a compass that offers adjustments along the way and helps you stay on course to achieve true fulfillment.

...considers your core beliefs, talents, dreams, and the time and freedom in your daily life that allows you to pursue your passions.

While financial planning itself is an extremely important tool to create opportunity in your life, it is best used as a means to a much greater end—to seek and live out your true purpose. The realization of something you were born to do.

Take the Next Step in Your Legacy Planning

Are your ready to:

  • Identify and realize your dreams
  • Live from a place of financial and personal freedom
  • Create your lasting Legacy

Please contact our office for a free consultation at info@legacyplanning.com.

We look forward to planning and dreaming with you.

Guiding clients toward financial security and a purposeful life