GENERATIONAL PLANNING

GENERATIONAL PLANNING​

Are you living the life of your dreams with more money than you will ever spend? If that is you, then you are in the right place!

If you are like other people who have created or inherited wealth, you have a desire to leave your kids and grandkids better positioned financially, spiritually and with the wisdom to make their lives better than your own. If this is what you’re thinking, then keep reading…

The problem many people run into with wanting more for their kids and grandkids is that they spend time thinking about these things but do very little to make them actually happen. Some people actually live as if money, their beliefs, their values and their wishes are secret and don’t do much to organize and communicate them to their children or grandchildren.

If you are here, then we know you want more for your family. So what we are going to do is share a few ideas and even provide a checklist for you to get started on your generational estate plan.

First off, to leave a legacy and enhance the next generation, you must realize that living in scarcity and keeping your wishes from future generations is not going to work. An effective plan has to have communication; otherwise, you leave the next generation blind to your wishes. And then the worst thing happens: the pattern of scarcity and secrecy is repeated generation after generation. This is the legacy left by many who have accumulated or inherited wealth. Opportunity to make a significant impact on future generations is missed.

But this does not have to be the case for you. We have a lot of experience helping people like you think through and take action creating a successful and effective generational plan!

Get Started Now With The Next Steps Checklist

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WHAT’S NEXT?

If you’d like help creating a financial plan that gives YOU control over your money so you
can build your dreams, live a life of financial freedom, and enjoy your perfect retirement

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Securities offered only by duly registered individuals through Madison Avenue Securities, LLC. (MAS), Member FINRA & SIPC. Advisory services offered only by duly registered individuals through AE Wealth Management (“AEWM”), a registered investment advisor. Skrobonja Financial Group, LLC, Skrobonja Insurance Services, LLC, AEWM and MAS are not affiliated entities.

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This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

Our firm is not permitted to offer and no statement made during this presentation shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency.

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