061218 Vance Wealth Marketing Day 2 SchlickArt 6627SRGBlowres 1016x678 - Legacy Series: Choosing A Trusted Contact

Legacy Series: Choosing A Trusted Contact

Paul Hickey legacy

Legacy Planning is about more than passing on wealth to the next generation. Choosing A Trusted Contact With Support From The Vance Wealth Team What’s a Trusted Contact? A trusted contact is an individual you’ve authorized your financial firm to contact in specific circumstances, such as: 1. Your firm has been unable to reach you after numerous attempts. 2. Your firm expresses concern about account activity. 3. Your firm expresses concern about potential cognitive decline, memory loss, or financial elder …

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5 Ways To Build A Meaningful Career Legacy

VanceWealth Business Owner, legacy

Legacy is about much more than a dollar amount. After you’ve poured your heart and soul into a business, it represents a significant part of your life’s work. Not only do you want it to thrive after you’re gone, but you also want to know that your impact made a difference – to you, your staff, your clients, and your community. Here are our top five tips for building a meaningful career legacy.   Build a Strong Team One of the strongest marks of …

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Build a Lasting Legacy – 5 Steps To Planning Your Legacy With Purpose & Intention

VanceWealth Financial Planning, legacy

Build a Lasting Legacy 5 Steps To Planning Your Legacy With Purpose & Intention Every day, we spend our time and energy trying to get from where we are to where we want to be.  Each morning routine, every check off that to-do list – it all adds up to the legacy we hope to one day leave behind.  But how can we be sure that the small steps we take today move us toward the ultimate goals we have for the future?  …