Family Legacy Planning Specialists™

Do You Want to Contact Some
Family Legacy Planning Clients?

If so, feel free to call the following references Monday through Friday during working hours:

Kenneth A. Caines: (319) 266-0896
The Legacy Program has transformed my relationship with my children. As they matured and went their separate ways, I sensed we had drifted apart from the days where we communicated on a daily basis. I realized I did not know what they wanted out of life and wasn’t sure they still remembered my beliefs and ideals for living. The Legacy Program got us back on the right track. After the discovery stage, my children and I once again knew what goals, aspirations and values we all shared. Our monthly Legacy meetings have helped all of us remain close and allowed my children to make decisions based on these new found ideals. I ‘m just there as their mentor. It’s a great ride. Sincerely, Ken C

Glenn C. Davison: (319) 277-5050
“My business experiences have involved strategic plans, business and marketing plans, mission statements and objective drafts, but my personal life planning was amazingly void of any meaningful written text. The Family Legacy Planning program requires serious, thought-provoking introspection to identify core values and financial planning with the aid and involvement of family members. As a result our children and grandchildren can read the historical events that shaped the lives of my wife and I, how we employed our value system to achieve our current status, and what goals we would like to attain. Gone are the intergenerational misconceptions and preconceived notions that plague many families because of the lack of written history and sharing of significant core values. The ongoing Family Council encourages communication among all family members and mentoring to the younger generations. If there is a better way to establish a true legacy to your children and grandchildren, I am certainly not aware of it.”