Wealth Distribution

Couple with advisor

Wealth Distribution is often the most neglected aspect of ones strategy process and is simply the process of naming who you want to receive what you own, when they receive it, and how they receive it.

While Wealth Preservation can help ensure what you built, the Wealth Distribution process solidifies how you spend it, and who you give it to... Wealth Distribution is your legacy!

Contact us today to get started on preparing and protecting your legacy.