Next Generation Legacy Planning

Our team offers our clients and their loved ones consultative information on the basics of saving and investing, budgeting, liability management and proper utilization of employee benefits supported by financial education and family governance. Our ultimate goal is to strengthen the well-being of your family tree by empowering your young loved ones to make wise choices about their financial future.

How We Serve You


According to a recent 2015 study from Accenture, an unprecedented $30 trillion in financial and non-financial assets will be passed down from Baby Boomers to Generation X to Millennials over the next 30 to 40 years. While wealth transfer strategies are crucial, financial and investment education for the next generation is an equally critical component of helping to preserve a family’s legacy and values.

· Financial Literacy Education
· Employer Benefit Guidance
· Wealth Transfer Preparation
· Personal Financial Review
· Direction Around Budgeting and Cash Flow Planning
· Liability Management: Understanding Bad vs. Good Debt

The Next Generation Perspective




Next Gen Vlog: Renting v. Buying (Nov 13, 2018)
 Next Gen Vlog: Renting v. Buying (Nov 13, 2018)
Next Gen Vlog Season II Ep 2: Midterm Elections & The Markets (Nov 09, 2018)
 Next Gen Vlog Season II Ep 2: Midterm Elections & The Markets (Nov 09, 2018)
Next Generation Season II Ep. 1 Electronic Payment Platforms (Aug 17, 2018)
 Next Generation Season II Ep. 1 Electronic Payment Platforms (Aug 17, 2018)
Next Generation Vlog Ep. 9 Valutions (Jun 8, 2018)
 Next Generation Vlog Ep. 9 Valutions (Jun 8, 2018)
Next Gen Vlog Ep. 8 Job Market & Economy (May 18, 2018)
 Next Gen Vlog Ep. 8 Job Market & Economy (May 18, 2018)
Next Generation Vlog Ep 7 Tax Season & Retirement Accounts (Apr 13, 2018)
 Next Generation Vlog Ep 7 Tax Season & Retirement Accounts (Apr 13, 2018)
Next Generation Vlog Ep. 6 Market Volatility (March 29, 2018)
 Next Generation Vlog Ep. 6 Market Volatility (March 29, 2018)
Next Generation Vlog Ep. 5 Alternative Investments (Jun 08, 2018)
 Next Generation Vlog Ep. 5 Alternative Investments (Jun 08, 2018)
Next Generation Vlog Ep. 4 Kick off to 2018 (Feb 23, 2018)
 Next Generation Vlog Ep. 4 Kick off to 2018 (Feb 23, 2018)
Next Generation Vlog Ep. 3 Asset Classes Part II (June 22, 2017)
 Next Generation Vlog Ep. 3 Asset Classes Part II (June 22, 2017)
Next Generation Vlog Ep.2 Asset Classes (Jun 13, 2017)
 Next Generation Vlog Ep.2 Asset Classes (Jun 13, 2017)

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Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
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