© Copyright J. Michell & Co. All Rights Reserved

Legacy Creation

Legacy Creation

Watching Over Your
Footprint On the World

At J. Michell & Company, we can help you reach a level of financial security that will enable you to live comfortably and leave wealth as part of your legacy, as well as provide advice on how to best prepare your legacy. We can also help with any questions or special requests that may arise. Our concept of "assets" extends beyond the conventional understanding of financial resources to include the wealth of your intellect, your life's experiences, and your personal values. The combination of your intangible and tangible assets is your true legacy.

Legacy Creation Services

Making an estate and company planning-based wealth transfer strategy helps guarantee that both will transition as smoothly as possible when the time comes. We consider your entire financial landscape and objectives to build an action plan customized to you—so every opportunity we present to enhance and manage your wealth can be truly rewarding. We're happy to assist you with everything you need in addition to our primary legacy planning services, including bookkeeping, budgeting, filing taxes, and more.

Streamlining the Process

Creating and maintaining a legacy plan provides you the best opportunity of leaving a lasting legacy, whether it means establishing a trust, establishing a foundation, drafting your last will and testament, or all of the above. By constructing a legacy plan, you ensure that you can continue to help the people and goals you care about long after you've passed on.

J. Michell & Company Resources

We work with industry professionals, including your bankers, financial advisors, attorneys, and other personnel to provide the most efficient legacy planning achievable. When you get in touch with J. Michell & Company, you will be able to speak to an advisor who fully understands your needs.

Planning for the Future

Wealth building is a process that demands a forward-thinking mindset in order to help you navigate your unique financial circumstances. Regardless of a person's cultural or financial background, our devoted team can provide financial planning to our clients’ businesses as well as their families. Knowing that you are moving toward both your immediate and long-term goals is essential for peace of mind.
Are You Ready to Secure Your Future?