Let’s be honest – finances are stressful, and they can be complicated, ever more so as life happens and wealth increases. If you’re a business owner, the challenges are compounded. Between operations, finances and legal/risk management matters, every day brings new challenges.
We know you likely work with an array of service providers (e.g., attorneys, accountants, bankers, etc.) and that each of them has different advice for you, your family and your business. While all this advice is valuable, how to coordinate it can be a challenge. At Stratus, we will work with you to build a personalized legacy plan that coordinates, integrates and implements these various strategies.
Each time I work with a client, I am reminded of how the only way to create a relevant, personalized legacy plan is for all the advisors to understand the client’s goals, concerns, and expectations. If there isn’t a facilitator to make sure each party understands these fundamental considerations, then it’s likely you may have as many different strategies as you have advisors. Our goal is to help you take all the advice you receive and combine these ideas into a well-rounded legacy plan that works best for your life and goals.
Stratus Legacy Planning is a wholly owned subsidiary of Stratus Wealth Advisors that provides non-investment consulting services related to legacy planning coordination and strategy and communication among your network of estate and tax advisors. Investment advisory and financial planning services are offered through Stratus Capital Management, an affiliate of Stratus Legacy Planning.