Multi-Generation Family

Welcome to Savvy
Generational PlanningSM

Savvy Generational Planning is a modern, forward-thinking, and intentional two-phase process of first passing on a family’s tangible wealth and assets, and secondly, conveying its values and history, all for the benefit of the next generation. A third portion of the program helps build a COI generational planning team.

Click here to get started with Savvy Generational Planning today!

Questions? Call Horsesmouth at (888) 336-6884.

 

IMPORTANT NOTICE
This material is provided exclusively for use by individuals with an active license to the Savvy Generational Planning For Boomers Program. Use of this material is subject to the Savvy Generational Planning For Boomers Program Agreement and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

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