Wealth Management & Financial Planning

Wealth Management & Financial Planning

Welcome to Part One of Financial Enhancement Group's Legacy Planning Video Series

Your Legacy Planning Journey Begins Here

Enjoy the three videos below, created for you by yours truly, Joseph A. Clark, CFP®. 

Our hope is not only that you learn a few things, but that we create a few questions for you. 

Why? Well, because the more active role you take in creating your Legacy Plan… the stronger your plan will be. 

What does that mean? It means your wishes can get carried out and all of the hard work you put in pays off!

Navigating Legacy Planning: Streamline Your Journey

  1. The Family Focus® Process
  2. Your Financial Vision and The Five Critical Elements
  3. The Importance of Legacy Planning

Decoding Legacy Documents: How They Work

  1. Essential Legal Documents: Wills and Trusts
  2. Avoiding Probate: Why Efficiency Matters
  3. Proactive Legacy Planning: Additional Documents

Understanding Trusts: Privacy and Avoiding Probate

  1. Ownership: Operation of Law versus Trusts
  2. Cutting Through the Legalese with Plain English
  3. Tailoring Your Estate Plan to Your Unique Journey

Schedule a "Next Steps" Meeting

If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.

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