Legal Professionals

Like most professionals, you are required to manage your own destiny in terms of career path, business expertise and the identification of trusted resources, in order to assist you with the guidance of your financial well-being. Those trusted resources may include your lawyer, your accountant, your investment adviser, banker, insurance agent and business advisors. Each of these advisors will have your interest in mind and, based on their domain of experience, point you in the direction of what they know, what has worked for them in the past and the opinions they have created, over time.

Unfortunately, your financial portfolio is often the result of the advice of a collection of people who have functioned in isolation of the total picture. Because their domain of expertise is very specific, they may function as a generalist or specialist. In each case, they many not be in the position to advise you on your entire financial well-being, as they take a centric view of your current situation, whether it is personal, financial or business related.  

At Budovitch Legacy Planning, we not only factor-in your income and investments, we provide a complete picture, inclusive of important elements such as taxes, out-going fees, interest rates, protection for life uncertainties and more. Understanding the exact factors that may erode your wealth, is the first priority in order to establish a planned legacy program.

At Budovitch Legacy Planning, we work together with our legal profession clients, to incorporate their financial data into a comprehensive protection, growth and savings program, to form the Legacy Plan for the future.

More than 25 unique attributes are collected, in order to generate a complete financial picture at-a-glance, making coordination and wealth management a straightforward, uncomplicated process.

Visualizing Lost Opportunities

Like it or not, bank fees, government taxes, market volatility and more, chip away at money and assets. This problem stretches far beyond the actual cost of fees and penalties; it results in lost opportunity costs. What could have otherwise been done with that money? Our unique program helps you to see the lost opportunity costs that are working against your wealth and in turn, we offer you strategic ways to overcome them and grow your wealth.

Full-Scope Analysis

Looking at every aspect of your financial picture, is one of the key components of our Legacy Planning Program. It's built on a simple idea that is so often overlooked in the financial arena. It is very likely that you have multiple file folders with monthly, statements and prospectuses, from your various financial suppliers. From debt, to savings, to investments, to insurance, each element must be separately analyzed and assessed. Then – and only then ­– can the individual parts be primed for construction into an holistic legacy plan, where the potential of every asset is re-engineered, for long-term efficiency and productivity.

 

The Budovitch Legacy Planning solution, includes a unique set of instruments that breaks down complex scenarios, to provide financial certainty, now and in the future. Our proprietary technology model, generates the path and plan, as well as the required financial products that will effectively and efficiently, provide the optimal solution for your Legacy Planning needs.

 

We do not approach your legacy planning needs, offering you an opinion or a financial product that is self-serving. We focus on you, your path and your destiny.

Custodians of your Legacy Plan

As part of our Concierge program service, our clients are kept abreast of your portfolio’s performance– even when they are not physically combined into one consolidated program. Wealth creation and preservation, asset management and financial growth, aren’t simply a “behind the scenes” activity, with Budovitch Legacy Planning Inc. They all come together as a transparent and synchronized report, which simplifies your personal finances and makes the most of your potential.

Our clients are your peers

Expertise in Serving the Needs of the Legal Profession

Our experience as Legacy Planning Advisors for Legal Professionals, has identified that as an Incorporated Business, your priority is focused almost entirely on serving the needs of your practice, and not on you.  You are all too often, too short on finding time to consider  the establishment of a Legacy Plan.

Meet with us and we'll take care of the heavy lifting so you can relax, knowing your Legacy Plan is in place.