Elevate Your Legacy with Comprehensive Guidance

• LegacyPoints Advisors, we understand that true peace of mind comes from a robust, adaptable plan. Our Premium Concierge Service provides a full year of expert, personalized support—ensuring every financial and estate-planning detail is proactively addressed and fine-tuned for your evolving needs.

What’s Included

• In-Depth Initial Consultation – We begin with a thorough deep-dive into your financial landscape, identifying both immediate needs and longer-term objectives.

• Customized Strategic Roadmap – Receive a clear, step-by-step plan that addresses advanced estate-planning strategies, tax implications, beneficiary structuring, and asset protection.

• Ongoing Advisory Sessions (1 Year) – Benefit from scheduled check-ins and as-needed consultations throughout the year, giving you the flexibility to adapt your plan and stay on top of any changes.

• Priority Support & Resources – Access our dedicated team for priority assistance, plus exclusive educational materials to keep you empowered and informed.

Who It’s For

• Families or individuals with more complex financial portfolios seeking a high-touch, long-term advisory relationship.

• Those looking to refine their estate plans, minimize tax exposure, and ensure alignment with changing life circumstances.

• Anyone wanting the confidence of year-round professional guidance—so you’re never navigating critical decisions alone.

Our Approach

1. Listen & Learn – We take the time to understand your aspirations, challenges, and vision for the future.

2. Tailor a Comprehensive Plan – Our experienced advisors craft a robust, yet flexible strategy designed to grow and protect your legacy.

3. Walk Beside You – With a full year of proactive check-ins and ongoing guidance, you’ll stay confident, informed, and prepared—no matter what life brings.