We are the EXPERT to your experts & advisers
Successful business owners, executives, athletes & entertainers engage our expert services even with having existing advisers
Successful business owners, executives, athletes & entertainers engage our expert services even with having existing advisers
How would you feel if you were 100% confident in your existing plans for all that is most important to you only to suffer a crushing blow from a false sense of security ending up in devastation to you, your partner(s), your employees, your loved ones and ultimately YOUR LEGACY?
Does your Estate Attorney meet with your CPA, Financial Advisor and Insurance Agent(s)?
If they did, how would that turn out? How much would that cost you?
If something was missed because of the LACK of coordination,
could you, your business or your family recover?
Most often, recovery is not an option - only loss which could have been prevented.
HAS YOUR PLANNING BEEN STRESS TESTED TO KNOW IF IT IS TRULY TRIED AND TRUE?
Prior to engaging our EXPERT services, 9 out 10 of our clients, who are successful business owners with existing advisers (estate lawyers, CPAs, insurance agents and financial advisers) and have done some planning, compare this to having several General Doctors who perform routine checkups and provides general information but will ultimately need to refer those patients who require specialization and customized testing and planning to the EXPERTS.
Our clients have found that the difference between merely having the work done, vs. having it done as well as possible, can be the difference between a major devastating blow to their long term sustainable strategies crumbling the foundation OR sustaining life and finally knowing the feel of tangible peace of mind and greater confidence in their estate planning, business succession, exit strategies, owner's benefits, legacy planning and tax efficiency for many generations to follow.
Our EXPERTS send up a drone to that perfect 10,000 foot vantage point and
look at your entire financial picture at one time
on a multi-generational cross-disciplinary basis: legal, accounting,
tax efficiency, insurances, estate planning, cash flow,
risk mitigation, wealth management, and retirement solutions.
ALL of our clients have benefited in one or two or ALL of the following:
1. Make more money,
2. Better protected and
3. Save money and time.
We primarily have 3 kinds of clients:
Examples of our EXPERT planning to
improve your planning:
Long Legacy Advisers has been helping businesses and individuals safeguard their assets, achieve long term success and plan for the future they want. You will be supported by an A-TEAM of 125 associates and advisers with exceptional experience managing over 9000 clients whom have entrusted $9 billion in Insurance and $3 billion in Assets Under Management. They trust our comprehensive approach to finding, fixing and coordinating all aspects of our client's needs and wants.
Some of Our Client's Characteristics:
Send us a message, and tell us about your financial goals and needs. We will get back to you soon to schedule a complimentary 20 minute phone consultation.
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
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