Broker Check


February 11, 2021
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What does legacy mean to you? 

How do you want to be remembered?

Legacy can look and feel differently to each of us.

When discussing legacy with our clients and prospects, we typically uncover two differing feelings.

The first and most often shared is-

“My first priority is to ensure that my spouse is taken care of. Should anything be left, I want to leave money to my…. church, kids, grandkids, etc.”

The second feeling most often shared-

 “As they are covering me up with dirt, I want the last check that I write… to bounce. I want to SPEND IT ALL.”

Leaving a legacy can be very important to many of us.

Knowing how to structure and provide for their beneficiaries is something we educate to our clients; helping them know, understand, and accomplish their legacy wishes.

 Until next time…

Stay Safe and Be well.


Jim Nix and the Horizons Financial Family