Legacy Planning

Legacy Planning allows you to make decisions now on how your assets will be used to meet your goals and priorities after you’ve passed. This pillar of The Mile Marker FORMula™ is all about planning what will happen to your financial estate.

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Passing Your Values Forward

After a lifetime of building your wealth, being intentional with how it is passed on should be a priority to help protect your interests, values, preferences, and heirs. Wealth transfers can impact families and financial lives for generations. How you establish your legacy or financial estate plan matters for you and your beneficiaries. Protect your heirs by creating a Legacy Plan that aligns with your goals.

How We Help

Ensuring you have a Legacy Plan in place is a key part of our financial planning process. We are not estate planning attorneys, but can work with yours or connect you to one or an online estate planning service,1 if needed.

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Key Topics

Collaboration with Estate Attorneys

Wealth.com¹ Access

Beneficiary Audits

Estate Tax Analysis and Planning²

Charitable Giving Planning

Inheritance Strategies

Legacy Planning – Part of The Mile Marker FORMula™ Integrated Process

Legacy Planning applies your values and priorities to your financial estate, defining your wishes for the people and institutions that matter most to you. Because it intersects with Wealth Management, Tax-Efficient Planning, and Risk Management, we consider it a core pillar of building your financial plan. During our planning process, we will look across seven pillars and follow the “Discover, Design, Deploy” process to build an intentional plan aligned with what matters most to you, including your legacy plan. We call this process The Mile Marker FORMula™.

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¹Legal services may be provided by Wealth.com, an independent company that is unaffiliated with SRG Financial Advisors and USA Financial Securities. Tyler Bannister, Cale Bentley, Kiersten Crum, Grant Huffman, Bill LaCasse, Christopher LaCasse, Nick Wages, and USA Financial Securities are not attorneys and do not provide legal advice. Please consult a qualified estate planning attorney for specific advice.

²The professionals at SRG Financial Advisors are not qualified tax advisors. Tax planning services are offered through the use of a third-party software called Holistiplan. Holistiplan takes a cursory inventory of a client's Form 1040 and identifies potential opportunities. The scope of these observations is limited to only the information available on a Form 1040. For specific tax planning advice or services, please consult a qualified tax advisor or CPA.

Frequently Asked Questions

Legacy Planning is a pillar of The Mile Marker FORMula™ at SRG Financial Advisors that lets clients decide now how their assets will be used to meet their goals and priorities after they've passed, applying their values and priorities to their financial estate.
No. The advisors with SRG Financial Advisors are not estate planning attorneys, but can work with a client's existing attorney or connect them to one, or to an online estate planning service, if needed.
Wealth.com is an independent company, unaffiliated with SRG Financial Advisors and USA Financial Securities, that SRG Financial Advisors gives clients access to for legal services related to estate and legacy planning.
Yes. Beneficiary audits are one of the services SRG Financial Advisors offers as part of Legacy Planning.
Yes. Estate tax analysis and planning is one of the services SRG Financial Advisors offers as part of Legacy Planning.
Yes. Charitable giving planning is one of the services SRG Financial Advisors offers as part of Legacy Planning.
Yes. Inheritance strategies are one of the services SRG Financial Advisors offers as part of Legacy Planning.
Yes. Collaboration with estate attorneys is one of the services SRG Financial Advisors offers, since its advisors are not attorneys and do not provide legal advice themselves.
Legacy Planning is one of seven pillars SRG Financial Advisors considers through its "Discover, Design, Deploy" process, The Mile Marker FORMula™, and intersects with Wealth Management, Tax-Efficient Planning, and Risk Management to build an intentional plan aligned with what matters most to the client.
No. Tyler Bannister, Cale Bentley, Kiersten Crum, Grant Huffman, Bill LaCasse, Christopher LaCasse, Nick Wages, and USA Financial Securities are not attorneys and do not provide legal advice; SRG Financial Advisors recommends consulting a qualified estate planning attorney for specific advice.