LEGACY PLANNING

Legacy planning is a financial strategy that prepares people to bequeath their assets to a loved one or next-of-kin after death.  It’s very important to start planning your legacy early so that when the time comes, your affairs are in order.  You would not want the management of your estate to go against your wishes, would you? 

At Optimal Wealth Services, we can provide advice on how best to prepare your legacy, guide you toward reaching a level of financial security that will provide you with a comfortable lifestyle and allow you to leave wealth as part of your legacy, and assist with any questions or special requests that might come up.