Legal Professionals

Like most professionals, you are responsible for managing your own destiny in terms of career path, business expertise, and identifying trusted resources to guide your financial well-being. These trusted resources may include your lawyer, accountant, investment adviser, banker, insurance agent, and business advisors. Each of these advisors has your best interests at heart and, based on their area of expertise, will point you in the direction of what they know, what has worked for them in the past, and the opinions they have formed over time.

Unfortunately, your financial portfolio is often the result of advice from a collection of people who operate in isolation from the bigger picture. Because their expertise is very specific, they may function as either generalists or specialists. In each case, they may not be in the position to advise you on your entire financial well-being, as they tend to take a centric view of your current situation, whether personal, financial, or business-related.

At Budovitch Legacy Planning, we don’t just factor in your income and investments—we provide a comprehensive picture, taking into account important elements such as taxes, outgoing fees, interest rates, protection against life uncertainties, and more. Understanding the precise factors that may erode your wealth is our top priority when establishing a well-structured legacy program.

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

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

Visualizing Lost Opportunities

Like it or not, bank fees, government taxes, market volatility, and more chip away at your money and assets. This issue goes beyond just the cost of fees and penalties; it leads to lost opportunity costs. What could have been done with that money instead? Our unique program helps you identify the lost opportunity costs that are hindering your wealth, and in turn, we offer strategic solutions 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 often overlooked in the financial arena. You likely have multiple file folders filled with monthly statements and prospectuses from your various financial suppliers. From debt to savings, investments, and insurance, each element must be analyzed and assessed separately. Only then can these individual parts be primed for construction into a 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 tools that break down complex scenarios to provide financial certainty, both now and in the future. Our proprietary technology model generates the path and plan, as well as the necessary financial products, to effectively and efficiently provide the optimal solution for your Legacy Planning needs.

We do not approach your legacy planning by offering opinions or financial products that serve our own interests. 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 informed of their portfolio’s performance, even when it is not physically combined into one consolidated program. Wealth creation and preservation, asset management, and financial growth are not simply “behind-the-scenes” activities at Budovitch Legacy Planning Inc. They come together in a transparent and synchronized report that simplifies your personal finances and maximizes your potential.