The Five Pillars of Legacy Planning

Our planning philosophy is built around five essential areas that work together to protect your wealth, your wishes, and your family.

The Five Pillars of Legacy Planning

The Five

Our planning philosophy is built around five
essential areas that work together to protect your
wealth, your wishes, and your family.

Pillars of Legacy Planning

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Takes 5 minutes. No cost.

Five Pillars

Our Five Pillars of
Planning

A holistic approach to protecting and growing your legacy

Wealth Foundation

Build a strong, diversified financial base

Estate & Tax Optimization

Minimize tax burdens and plan for smooth transfers

Behavioral Finance

Remove emotion and bias from
financial decisions

Retirement & Wealth Distribution

Make your money last across generations

Risk Management

Protect your wealth from unforeseen events

1

Wealth Foundation

This pillar focuses on cash flow, debt, credit, and the basic systems that support long-term financial growth.

Enter all assets into RightCapital

Identify 3-5 top priorities

Automate savings to investment accounts

Review debt and create payoff strategy

Let’s Build Your Financial Foundation  

2

Risk Management

Risk Management is about protecting your financial base from life’s uncertainties — insurance, legal protection, and emergency planning.

Upload life, disability, and long-term care policies

Add auto, homeowners, umbrella policy details

Provide Medicare or employee benefits details

Discuss emergency plans and documents with family

3

Estate & Tax Optimization

Ensure your estate documents, beneficiaries, and tax strategy are aligned and up to date.

Review and update will, trust, POA, HIPAA

Verify all beneficiary designations

Upload recent tax returns and K1s

Meet with your estate attorney for updates

Meet with your estate attorney  

4

Retirement & Wealth Distribution

We help you optimize contributions and withdrawals so your lifestyle and legacy are both protected.

Adjust retirement contributions

Provide statements for all accounts

Upload Social Security statement

Confirm your withdrawal plan supports your lifestyle goals

5

Behavioral Finance

Your mindset, habits, and confidence matter. We help you reflect, check in, and make intentional financial decisions.

Schedule regular advisor check-ins

Check in with your wealth advisor before big moves

Host a family meeting about estate and wealth transfer

Align financial habits with your money personality

FAQs

Common Questions

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Contact us

FAQ Section
1. What is The Bridge Plan™? +
It’s a quick, smart assessment that helps uncover risks and gaps in your current estate and financial plan. It takes about 5 minutes and is completely free.
2. Who is Legacy Bridge Wealth for? +
Legacy Bridge Wealth is for individuals looking to secure their financial future with a well-designed estate and wealth management plan.
3. Do you coordinate with my existing advisors? +
Yes, we work closely with your existing advisors to ensure a comprehensive and collaborative approach to your financial and estate planning.
4. Is this a one-time plan or ongoing relationship? +
Our plans are tailored to your needs and can either be one-time or part of an ongoing relationship, depending on what suits your financial goals.
5. What does the free audit include? +
The free audit includes a review of your current financial and estate plans, identifying potential risks, gaps, and areas for improvement.

Let’s talk

Ready to Take the First
Step?

Run Free Plan Audit  Schedule a Call  

Legacy Bridge Wealth

Management

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