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legacy

Leaving a Legacy

Submitted by Paul B. Miller, CFP on May 9th, 2018

When you consider a future that you will not be a part of, the word "legacy" likely comes to mind. The legacy you leave behind is how many people will remember you, not just in the next generation but for generations to come. Your legacy can impact your family members, friends, co-workers, and even employees if you are a business owner.

Tags:
  • Family
  • financial planning
  • legacy
  • Modern Portfolio Theory
  • Roth IRA
  • will
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Paul B. Miller, as a Certified Financial Planner (CFP®) and an Investment Advisor Representative (IAR) started Indian River Financial Group, Inc to act as a financial planner for clients from Boca Raton, Florida, as well as the surrounding communities, and to offer you services such as asset management, wealth management, investment planning and risk management.

 

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