Morgan Legacy Trust - Get Started

“The first step to getting the things you want out of life is this: Decide what you want.” — Ben Stein

The team at Morgan Legacy Trust is concerned with much more than dollar signs and asset management. We specialize in Values-Based Financial Planning™ strategies to help you live life on purpose. We help you make wise choices, particularly when it comes to money.

Our value to you:

•	Construction of your Financial Road Map^®, which focuses on values, goals, and benchmarking progress — updated annually. You will gain the clarity and inspiration to help you follow through on your master plan. This guide takes you on a journey through your values, goals, and financial health. It truly is an intellectually stimulating and emotionally rewarding experience.
•	Creation of a clear and precise Action Plan, summarizing your written master plan into prioritized, chronological steps — updated every 4 months.
•	Delivery of progress reports every 4 months, summarizing assets and the progress made toward expressed goals.
•	Twice-annual discussion of the big picture, covering your financial situation and a review of your Action Plan.
•	Annual income tax planning* (November/December) to minimize taxes and forestall any surprises in April.
•	Annual income tax preparation* (completed April 1).
•	Bi-decade review of your estate plan* (once every 5 years).
•	Ongoing attention to milestones/goals and the game plan for accomplishing the goals — updated annually when the master plan is updated.
•	As-needed assistance with cash and debt management.
•	Review of all your insurances* (Life, Health, Homeowner, Car, Business, Long Term Care, Disability, Critical Illness, Liability).

Your future starts today. Contact us to discuss how we can help.

*We outsource and pay for this work to better serve Ideal Clients who join our Ideal Client Community.