top of page

Legacy Planning Concepts

Financial Advisor in Duxbury Massachusetts. Investment Advisor, Retirement Planning, Social Security Benefits, Wealth Management

Will Your Family Receive the Legacy That Matters Most?


More than just a bank account or stock certificates, your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them.


With this in mind, the question for you becomes more about what each of your family members values most. You can't really know until you start talking about all these key components of creating a legacy.


It could be that values and life lessons are top on someone's list. Someone else may rate personal possessions of emotional value #1. Starting a meaningful discussion about your family legacy can be difficult, but it doesn't have to push your family apart. It can help bring you together, resolve conflicts, and spare emotional tensions later on.


Although we are not estate planners and do not provide tax or legal advice, we can help you explore your life insurance options to help meet your legacy planning goals. 

Please note that Investment Money Management and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. Investment Money Management may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution.


Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.


bottom of page