Happy Holidays and welcome to December’s Minute on Wealth. With the holiday season upon us, it’s likely you’re thinking about what kinds of gifts to give to your loved ones. One of the greatest gifts you can leave them – and a gift that requires planning beyond the holidays – is the gift of your legacy.
A legacy can be many things: your values, your family traditions, education, or the money or property you leave to loved ones in your will. By working with a financial professional at Burgdorf, we can help you prepare for the financial aspects of your legacy.
In addition to the saving and planning parts of setting up your legacy, it’s important to educate the next generation on how to manage their finances.
With our Growth Plan Strategies campaign, you can get these financial and wealth transfer discussions started. Through the program, current clients can refer their adult children for a complimentary financial plan and initial consultation. What’s included? A one-hour discussion focused on exploring their financial opportunities for the future.
While the initial consultations are always complimentary, our financial planning meetings are usually fee-based. This limited-time free offering can help you start important discussions, drive your kids’ financial growth, and connect them with a partner they can trust for life!
Our values around money and savings can change our family lineage in big ways. This is where conversations about finances become essential. Your legacy may be to leave your child equipped to plan for the life they desire – by introducing them to a professional who can be there for them, you can influence the legacy carried forward by your family.
Will you leave the legacy you desire? Burgdorf is here to offer a big first step in the right direction. If you think a family member could benefit from a complimentary financial plan, give us their name, email, and phone number, and we can reach out to coordinate further.
That’s this month’s Minute on Wealth.
We’ll see you in the New Year!