Second Annual Christmas Gift Drive Partnering with Serve 6.8!
As part of our goal of supporting the local community, Purposeful Financial and Legacy Planning is once again partnering with Serve 6.8's...
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WELCOME TO PURPOSEFUL FINANCIAL AND LEGACY PLANNING
Financial Planning with a Purpose!
We are an independent Family Office and Wealth Management Firm committed to helping you live your best life today, while making sure that future goals, dreams, and responsibilities are taken care of.
We look at where you are today and where you want to go. We create a roadmap for your future success.
Along the way we seek to protect you from financial risks, manage your investments, shepherd you though troubling times,
and provide advice that touches every part of your life.
We are committed to bringing your story to life.
FINANCIAL INDEPENDENCE
Your financial wellness depends on more than investments. It’s also affected by insurance and taxes, as well as estate, business, and legacy planning. We work
with the whole picture in mind.
PEACE OF MIND
We don’t just focus on your money. We focus on you: your dreams, values, family needs, and life philosophy.
A LIFE YOU LOVE
We’ll always make sure you understand the why behind our financial advice. Taking the time to educate our clients
is a top priority.
STEVE'S NEW BOOK IS NOW AVAILABLE!
Cost is $10 with free shipping (payable through Venmo or PayPal).
To order, email Lydia here.
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