Transforming Wealth Into a Lasting Legacy
Our four-step Legacy Method aligns your goals, values, and wealth to secure a stronger future for you and your family.
The RGA Legacy Method
A financial plan provides a practical framework for what you do with your money. We take a holistic look at your goals, circumstances, and personal investment style. Our comprehensive approach is simple to follow and designed to support your long-term success.
Discover
Understand your goals and values and identify problems or opportunities.
Design
Determine recommendations to build a custom, multi-generational wealth strategy.
Steward
Guide implementation of appropriate strategies and family alignment.
Review
Provide periodic reviews to ensure your plan reflects the most accurate information.
Our Planning Services
Whatever your stage of life or business, we offer services tailored to your needs. Choose the level of engagement that fits your circumstances—and move forward with clarity and confidence.
Hourly Consultation
Our most flexible service – meet with us hourly if you have specific questions. This option is perfect if you’re looking for objective, professional input, or simply a second opinion on your financial circumstances.
Estate Plan
The package that offers you complete peace of mind. We complete a comprehensive financial plan, a review of your estate goals, and a finalized will produced by our trusted legal partner.
Comprehensive Plan
An over-arching review of your finances, both now and projected into the future. The plan covers multiple overlapping goals like retirement, education funding, risk management and investment planning.
Corporate Services
Invite us to your next board meeting, lunch and learn or speaker series. Our services are designed to help you navigate tax-efficient strategies, optimize cash flow, structure benefits and build long-term value within your business.
