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SERVICES

LEGACY & LIFE INSURANCE PLANNING

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Will your family be receiving the legacy that matters most?

More than just a bank account or stock certificates—your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them.

Retirement Planning

With this in mind, the question for you becomes more about what each of your family members value most. You can't really know until you start talking about all these key components of creating a legacy.

 

It could be that values and life lessons are top on someone's list. While someone else may rate personal possessions of emotional value #1.  Still, there are others that may believe the financial assets and real estate are the key components for them.  Starting a meaningful discussion about your family legacy can be difficult—but it doesn't have to push your family apart. It can help bring you together, resolve conflicts, and spare emotional tensions later on.

 

Although I am not an estate planner and do not provide tax or legal advice, I can help you explore your life insurance options to help meet your legacy planning goals.

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Rich Geiger
Wealth Advisor

 

 3750 Park East Drive, Suite 200
Beachwood, OH 44122

(216) 401-0196

Rgeiger@stratosadvisors.com

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Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor.

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