Share the Wealth of A Lifetime

There is so much more “wealth” to pass on than your money and property. Through our affiliation with The Legacy Builder Network we have developed a series of interviews—“Priceless Conversations™--that can help you capture the wealth of wisdom. We record these conversations onto a compact disc, gift-wrap them in a handsome album cover, and provide them to you as a way to memorialize your life, values, hopes and dreams for future generations. Start your own “legacy library” today!

Click HERE to see a list of our currently-available conversation topics.

If you are interested in this service, give us a call to discuss the fees, scheduling and a list of questions for you to consider in preparation for the interview.

Check out our new “Priceless Conversations™” tools that enable you to share the wealth of a lifetime. Click here to learn more.

Red Stevens made a lot of money. A LOT of money. He made some serious mistakes raising his family. But with thoughtful estate planning, he’s going to try one more time to make a real difference for at least one of his heirs … and change the world in the process.

We recommend The Ultimate Gift book and the movie.

We help clients each day plan to transfer not only material wealth, but also wisdom and values—the “True Wealth” that is being forgotten by many estate planning professionals.

You can make a difference, and (unlike Red Stevens) you can start transferring the True Wealth while you’re still living through our Wealth Reception Planning™ process.