Everyone has an innate desire to leave a legacy, whether it is simply not being a burden to their kids in retirement or as lofty as leaving behind millions of dollars to be donated to a charity of their choice – or even establish one in their name. Everyone deserves to be able to tell their story after they are gone and be remembered the way they want.
Unfortunately, navigating these waters can be challenging, and planning and executing one’s charitable and inheritance legacy can be very complicated without expert help.
Fortunately, Charis Legacy Partners has just launched their wealth planning services to be people’s ally in their legacy planning and execution.
“Everyone leaves a financial legacy – some good, some bad – but leaving the one you want requires skillful planning. At Charis Legacy Partners, we partner with you in that journey. We help you craft the story you want your legacy to tell, develop a customized roadmap for getting you there, then walk with you every step of the way to execute on that plan,” said Charis Legacy Partners CEO and Founder Scott Monk.
Scott is also a published author, and his book, “The Charis Legacy: A Legacy Planning Guide to Maximizing Your Giving Impact,” is available as a free e-book on his website, charislegacy.com. People can also subscribe to his blog, The Legacy Builder, at charislegacy.com/blog, to receive regular legacy planning content delivered straight to their inbox.
Taking their name from the Greek word in the Bible that means grace, “charis” connotes something freely given without expecting anything in return. Charis Legacy Partners allows their clients to do exactly that – leave a legacy of giving back.
Charis Legacy Partners takes a holistic approach to plan their clients’ charitable legacy. They ensure every facet of legacy planning is covered by working with estate attorneys, tax accountants, and insurance brokers. They serve as fiduciaries who put their clients’ needs before their own. Scott Monk is a Certified Financial Planner (CFP) practitioner and Chartered Financial Analyst (CFA) charterholder, meaning he is held to the highest ethical and professional standards in the industry. Only about 25% of US financial advisers are CFP certified and less than 5% are CFA charterholders.
Charis Legacy Partners advises clients all on aspects of their lives that intersect with finances, including charitable planning, retirement planning, cashflow planning, tax planning, estate planning, insurance planning, investment management, etc.
Charis Legacy Partners starts the legacy planning process with clients by building a solid foundation, including an analysis of cash flow and net worth, all of which helps determine how much wealth a client will have moving forward.
Once the foundation is laid, Charis Legacy Partners helps to build upon that foundation through helping clients strategize about minimizing taxes, tax-loss harvesting, capital gain harvesting, tax-deferred savings strategies, and more.
In terms of charitable planning, Charis Legacy Partners explores various strategies with clients, including looking at private foundations, charitable lead trusts, irrevocable life insurance trusts, charitable annuities, and more.
Charis Legacy Partners can also do a thorough analysis of clients’ insurance policies and assess vulnerabilities.
With regards to clients’ investments, Charis Legacy Partners helps clients maintain the long-term perspective required to capture the long-term market return. They also use the best investment management software to rebalance assets to help clients stay on track with their target allocation.
To know more about Charis Legacy Partners’ services or to get a free consultation, visit https://www.charislegacy.com.
About Charis Legacy Partners
Charis Legacy Partners specializes in serving the unique needs of clients for whom leaving a legacy of giving back is a prominent aspect of their financial goals. They help craft the story clients want their legacy to tell, develop a customized roadmap for getting there, then walk with them every step of the way to execute that plan. They live and breathe legacy planning.
Company Name: Charis Legacy Partners
Contact Person: Scott Monk , CFP, CFA
Email: Send Email
Country: United States