As dedicated, long time financial advisors, we’re in the business of helping people make plans and choices that will allow them to enjoy the most comfortable quality of life throughout all phases of their lives.
Over the course of our careers, we’ve become increasingly interested in helping our clients plan their legacies. This interest eventually evolved into a passion. And we started putting more and more time, study, and research into legacy planning--to the point where we have become legacy planning specialists and industry transformers.
In 2009, we created From the Heart Press to focus entirely on Legacy Pathway publications. Our first publication, From The Heart Legacy Planner™, is the result of seven years of research, writing, and re-writing. It has worked very well for us with our clients and we think it will be helpful for you with yours.