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Your Legacy Planning

No matter your age, it’s important to be prepared and plan your legacy. As you get older, this certainly increases in urgency but it’s never too early to begin. The sooner you start, the better position you’ll be in for protecting your loved ones.

Legacy planning may involve estate planning, wealth transfer, charitable gifting, and wishes regarding end-of-life issues.

Again, although legacy planning may not seem like a high priority when you’re younger, it’s surprising how much it may impact the rest of your financial plan. This is why it’s so important that we coordinate this portion of your wealth management plan with your estate-planning attorney. We’ll help you ensure that proper accounts are used, titling is correct, asset placement is appropriate, separate Investment Policy Statements are used for certain trusts, and other estate planning aspects are properly addressed.


360° Wealth Management

Your Financial Planning

Everything starts with your plan—an intricate reflection of what is most important to you and what you want to accomplish with your wealth—a clear path to your goals.

Managing Your Investments

Investments are managed based on clear guidelines appropriate for your unique goals. They are tracked and reconciled daily and continually rebalanced to keep you on target.

Coordinated Tax Planning

With coordinated tax strategies, your investment plan works seamlessly with your tax plan so that your investments are made in the most tax efficient way possible.

Your Legacy Planning

It’s often surprising how much legacy planning impacts the rest of your financial plan. To protect your loved ones, it’s important that this piece is not overlooked.

Protecting Your Lifestyle

Lifestyle protection through proper insurance is essential to protect your assets and therefore your lifestyle.

Your Personal Chief Financial Officer

With your very own, personal Chief Financial Officer (CFO) you have access to a sounding board early and often for any financial question or problem you encounter.

Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment, tax, and financial circumstances and overall objectives. The effectiveness and potential success of a client’s legacy planning depends on a variety of factors, including but not limited to the manner and timing of implementation, the client’s tax bracket, legal and regulatory conditions, coordination with the client and the client’s other engaged professionals, and market conditions. Neither personalized nor tailored services should be construed as a guarantee of a particular outcome. Onyx Financial Advisors, LLC is not an accounting firm and does not offer or provide accounting or tax advice. Onyx Financial Advisors, LLC is not an insurance agency or insurance company. Insurance sales are conducted by licensed insurance agents in their separate and individual capacities. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.