What if you could have a professional custodian to collect all the required taxation data, statements, files, and important documents, and return them to you in an organized manner—specifically, with a legacy plan you can rely on with certainty?

Budovitch Legacy Planning advisors have dedicated their profession to professionals like you. Our clients call on us to become the custodian of their legacy planning affairs, and during the process, we dive deep into the details of your financial portfolio. We will review and assess the characteristics of your current situation with the goal of helping you minimize your exposure to taxation today and in the future.

Budovitch Legacy Planning will provide you with recommendations and an action plan that will return more dollars to you. Now, wouldn't that be a nice change?

You deserve the opportunity to enjoy your life, knowing your money is working for you and that the tax portion is performing well beyond what you had previously anticipated. Why is this possible? Because you have a dedicated resource working for you to maximize the future of your legacy portfolio. Not just a once-a-year conversation at tax time, but a custodian dedicated to you every day.