It’s about more than just the money
For 35 years, I’ve helped wealthy families clarify estate plans, protect relationships, and navigate the complexities of passing a legacy to future generations. My expertise is coordinating the strategies of all your legal, tax, and financial advisors, and refining the plan for maximum security and long-term benefit. To do that, I’ve become a skilled listener able to hear intentions and understand the heartfelt hopes and dreams behind what I hear. Then I’ll help you craft a Multi-Generational Legacy Plan —A document that clearly considers the needs, circumstances, and concerns of your family. I’ll work diligently to coach your current estate planning team with oversight that ensures both your values and your valuables are invested, protected, and preserved.
I believe a successful legacy is about leaving your loved ones more than just the money. Be intentional with what you leave.
Jim Underwood
Underwood Advisors, LLC
CPA/PFS, CFP®, AEP®
jim@underwoodadvisors.com
404.281.7791
From all his experiences, author Michael Kendrick emerges with a passion to demystify the secrets of wealth for people from all walks of life.