What is Your Legacy

Legacy is not about what we leave at the end of our lives, but how we choose to live every moment of our lives. In this sense, planning is not about leaving a legacy, but about living our legacy. It is about reaching our human potential and intentionally making a positive imprint on the world each day of our lives.

Always Place Your Clients’ Best Interests First

One of our core principles since the day we founded our company is, “always place the clients’ best interest first” – not only is this instilled in every aspect of our company, but as a fiduciary, we are legally bound to adhere to this principle of our clients. As Martha Rogers and Don Peppers explain in their book, Return on Customer, …

Trust – How Businesses Are Built

Trust has always been, and will forever continue to be, the very basis upon which business is built. This applies to all business relationships – whether between employers and employees, clients, and any other relationships in the marketplace. Reputation is often the “first impression” given by an organization or individual, and so its importance cannot be overstated; in today’s digital marketplace, …