The perpetually flowing Veterans’ Memorial Fountain was donated to the city of Winter Park by my grandfather, Howard Lindsay. It’s something of great pride to me as my family marks the fourth generation of our kin to have settled in this area. To most, this fountain honors those who have served in the armed forces – but it has a special meaning to me. To me this fountain is a symbol of the power of family legacy and the continuation of family values.
Legacy gives permanence to the values of a family. When wealth is managed in a way that takes family values into account, it takes on a whole new meaning. This is what we see as our primary mission at 4th Generation Financial – to protect your legacy so that your family’s values, identity, and beliefs remain on solid ground and flourish in perpetuity.
The foundation of our clients’ success is quality decisions based on a long-term perspective and core principles that bring stability to today’s volatile economy. Our clients are encouraged to share their stories with us, which become the foundation of their financial plan.
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More than a goal or an objective to plan for, it is now an event on your calendar, a bona fide transition in your life you are about to experience. What financial steps should you consider taking in the year or two before your retire? What financial moves should you contemplate in the year or two following your retirement? Get your FREE Retirement Handbook or give us a call today to let us help you plan your retirement transition.
Creating wealth takes time, consistency and attention to detail. To create a legacy through wealth management, we rely on the same principles.
The way we perceive risk and reward often changes as we approach retirement. Let’s evaluate your retirement plan together.