• CLARITY.  COMMITMENT.  CERTAINTY.  CONTROL.
    Planning for the optimal legacy, requires a series of programmatic steps, each one creating a clear path with clarity of the destiny.
     
  • CLARITY.  COMMITMENT.  CERTAINTY.  CONTROL.
    Your commitment to your financial legacy is the complete assumption of your financial obligation and destiny.
     
  • CLARITY.  COMMITMENT.  CERTAINTY.  CONTROL.
    In today's world, where there are so many choices, what you seek to accomplish in life may only be realized when you bring certainty to your decisions.
     
  • CLARITY.  CERTAINTY.  COMMITMENT.  CONTROL.
    Without financial control in your life, you are rudderless, destined never to reach your destiny.
     

We help incorporated professionals and private business owners establish a plan that brings clarity to their financial decisions, certainty in the outcomes and control in knowing their legacy will prevail. 

The end goal is a secure, strong financial future achieved through the use of astute and informed evidence-based wealth creation and preservation strategies.

 

Budovitch Legacy Planning operates on four central tenets, and in our eyes, these are non-negotiable when it comes to our clients.

  • Clarity.  Presenting all options so you can make the right choices
  • Commitment.  A complete service dedicated to the management of your legacy plan
  • Certainty.  Decisions based on evidence and not opinion
  • Control.  Knowing that your legacy isn’t pre-packaged, but instead, it’s built specifically with you in mind.