Our Philosophy
The English word "Legacy" is derived from an ancient Latin verb meaning "to depute" or "to bequeath." These words communicate a concept that goes far beyond the idea of leaving behind an inheritance of material possessions. They literally communicate the idea that when a person leaves behind a legacy, a transfer of power and responsibility occurs. A substitute is appointed to carry on one's life work. An assignment is made for successors to maintain and grow the elements of a life that are especially significant and that hold intrinsic value. This added meaning gathers the elements of a life, not just the tangible and material, but also the hard-won wisdom, the core values and beliefs that have been proven through life experiences to hold true, and the causes and opportunities to impact the world that are close to one's heart, and wraps them into something that will last for generations. This package, with all of its facets, and in all of the forms that it takes, is a legacy.
The Legacy Group exists to provide our clients with the tools necessary to:
- Nurture,
- Develop,
- Secure, and
- Transfer to future generations
…a true legacy.
We do this by serving as the connecting point between our clients and the expertise, investment vehicles, insurance products, real estate assets, planning tools, and professional advisors that it takes to maximize their efforts, and more importantly, by building and maintaining thriving relationships that nourish this process. These relationships include all of those that enable us to be the very best at what we do, whether with our clients, suppliers, strategic partners, wives, husbands, children, families or colleagues.
The unique character of our work begins by asking one simple question: "What do you need?" We ask this because we hold the core belief that our greatest fulfillment and long-term financial rewards will come because we have clients who are succeeding. This approach elevates the greatest needs of our clients far above our own. Since many of our clients are business owners, this means our first priority is that their businesses are thriving and healthy, both financially and otherwise.
Ultimately, we recognize that financial health and security are among the most important and valuable goals in the lives of people. It is our honor and thrill to be involved in helping our clients take the fruit of their labors and create these conditions.
In the day-to-day of our lives, we strive to infuse our organization with the essence of those "moments" that for us embody the "why" of our work. There is nothing quite like the feeling of:
…taking a little league team to a major league baseball game
…delivering a life insurance check to a widow and saying to her, "Your lifestyle is not in jeopardy."
…watching a business owner achieve new levels of personal freedom, and taking a month off from their business to invest their lives in their community or in the third-world for which there is no paycheck.
…seeing a family transfer their wealth and assets in a sustainable fashion to the next generation.