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070_LegacyPlanning

Legacy Planning

Is money the most important part of your legacy?

The legacy you leave your family goes far beyond money. Through this planning process, you will discover the best ways to influence the well-being of your family, friends and even the world beyond your own life. Your heirs can live life with financial freedom and a sense of purpose. Start the Legacy Planning process today. We will guide you and your family each step of the way through this meaningful process of discovery.

Legacy Planning

Is money the most important part of your legacy?

  • Communicate your values
  • Create a family mission
  • Treat your children equitably
  • Encourage philanthropy

The legacy you leave your family goes far beyond money. Through this planning process, you will discover the best ways to influence the well-being of your family, friends and even the world beyond your own life. Your heirs can live life with financial freedom and a sense of purpose. 

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE

Have a question? We are happy to help.

(210) 283-6700 (800) 531-7650
Broadway Bank. We're here for good.