To protect your family and ensure they are prepared to take over and handle the finances, you need to plan a Legacy Go-Bag.
Making healthy financial choices is essential to building a strong financial future. Our Legacy Go-Bag makes organizing and keeping track of your finances easy. A Legacy Go-Bag creates an organized place to have all important personal information and instructions to help your family locate items related to your personal finances and final wishes. A Legacy Go-Bag will help give them specific instructions, from you, about how you want things to occur in the event that you pass away or are seriously injured.
Organize your finances with the Legacy Go-Bag Worksheet.
214-473-4797
8668 John Hickman Pkwy. STE 403
Frisco, TX. 75034
Advisory Services through Retirement Plan Advisors, LLC, a Federal Registered Investment Adviser. Retirement Plan Advisors and FinancialCop LLC are not affiliated.
Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP is not affiliated with FinancialCop.
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