Legacy Planning Concepts

Will your family be receiving the legacy that matters most?

More than just a bank account or stock certificates—your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them.

With this in mind, the question for you becomes more about what each of your family members value most. You can't really know until you start talking about all these key components of creating a legacy.


It could be that values and life lessons are top on someone's list. While someone else my rate personal possessions of emotional value #1.  Still, there are others that may believe the financial assets and real estate are the key components for them.  Starting a meaningful discussion about your family legacy can be difficult—but it doesn't have to push your family apart. It can help bring you together, resolve conflicts, and spare emotional tensions later on.


Although we are not estate planners and do not provide tax or legal advice, we can help you explore your life insurance options to help meet your legacy planning goals.

Contact us today for a no-obligation financial review!

We are dedicated to providing financial guidance and wealth strategies that are designed specifically for you. Simply put, we strive to be our client's trusted financial advocate.

E7747 Cut Off Rd · New London, WI 54961
Phone: 810.434.4222 · Email: info@simplysecurefinancial.com

Simply Secure Financial and June Kirby are not affiliated with or endorsed by the U.S. Government, any governmental agency,
or any federal benefits programs discussed herein. Your personal specialist at Simply Secure Financial may offer insurance
services, and as such, is a licensed insurance professional with training and experience in federal employee benefits.