top of page

LEGACY PLANNING Concepts

legacy

planning Concepts

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.

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 my 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 we are not estate planners and do not provide tax or legal advice, we can help you explore your life insurance options to help meet your legacy planning goals. 

Kerry, Kirk, and Erik are independent contractors with access to some of the most top-rated financial service companies in the industry. With combined experience of over 100 years the network is highly respected among clients and has become a trusted resource to a large professional network.

The information on this website is provided for informational purposes only and should not be construed as individual advice. We are not affiliated with the Social Security Administration or any other governmental agency. We do not offer tax, legal or investment advice.

Insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

OUR SERVICES

» Retirement Strategies

 

» Social Security Exploration

 

» Legacy Planning Concepts

» Executive & Employee Benefits

GET IN TOUCH

© 2017 CK FINANCIAL RESOURCES.  |  ALL RIGHTS RESERVED.  |  CREATED BY CITISONSHIP DESIGN

bottom of page