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Living Your Legacy: Don't Wait to Make a Difference

Why Wait Until You're Gone?




I'd like to share an inspiring story that might change how you think about your retirement assets and family legacy.


The Story of Living Generously

Recently, we worked with a couple in their mid-70s who had achieved what many dream of:

A retirement with more than enough resources to last their lifetime.


They love to travel, and we've assured them they can take all the luxurious trips they desire, flying first class with lay-flat seats, and still be more than financially secure.


But here's where their story gets interesting - and hopefully relevant to you.


A Profound Question

During our review, we posed the following question:


If you have the means to help your family now, why wait until you're gone?



The Power of Giving Now

Consider the impact you could have by helping your loved ones when they need it most:



  • Education Support

  • Fund their education which can lead to better jobs, higher pay, and more opportunities

  • Watch as your investment in their future unfolds


  • Home Ownership

  • Assist with a down payment in today's competitive market

  • Help provide stability and help them build generational wealth



  • Practical Assistance

  • Help finance a reliable family car

  • Cover medical expenses, both necessary and elective procedures


  • Creating Memories Together

  • Fund family experiences that everyone can enjoy

  • Build bonds and shared memories that will last a lifetime



A Real-Life Example

Our clients took this advice to heart. Instead of simply setting aside an inheritance, they are planning a family African safari -a trip of a lifetime that they'll all experience together!


They are not just leaving a legacy; they are living it.


The Real Power of Wealth

True wealth isn't about expensive cars, designer clothes, or jewelry. It's about:

  • Taking care of ourselves while helping those we love

  • Making life a little easier and better for our family

  • Creating memories that last generations


As a friend in the industry beautifully puts it:

"Instead of leaving a legacy, give LIFE to your legacy and watch how others benefit from it."


Finding the Balance

It is important to note - this approach doesn't mean compromising your own financial security.


With proper planning, you can:

  • Help loved ones while you're alive

  • Maintain a worry-free retirement

  • Create a lasting impact and memories


Next Steps

If this resonates with you, let's talk. Together, we can:

  1. Review your current financial position

  2. Explore opportunities for living your legacy

  3. Create a strategy that supports both your retirement and your desire to help family


Schedule Your Review

Ready to explore how you can make a difference in your family's life today? Let's schedule a meeting to discuss your options.


Call our office or reply to this email to set up your meeting.


Remember, the greatest gift isn't just what you leave behind - it's the impact you make and the memories you create together along the way



Beacon Financial Group



Family trip to Masai Mara, Kenya in 2014




The opinions voiced in this material are for general information only and are not intended to provide specific advice financial or tax recommendations for any individual.

All performance referenced is historical and is no guarantee of future results.

All indices are unmanaged and may not be invested into directly

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