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Legacy Planning

Legacy Planning

Legacy Planning Diagram

At Amuni Financial, we use our strengths, the strengths of our clearing firm, and those of our professional partners to tackle some of the most complex investment and wealth plans.

Ask your advisor today how our Life Event Services team can work with you and your chosen legal and tax professionals to develop and strengthen your enduring legacy. This dedicated team can assist with complicated matters involving:

  • Tax and Financial Planning
  • Executive Services
  • Estate Planning
  • Federal Benefits

Create a custom plan to ensure that your legacy will not only include your assets, but also the values and beliefs that contributed to your success.