|
|
|
|
|
LEGACY BUILDER NETWORK
|
We
work with:
~ Estate Planners
~ Financial Advisors
~ Philanthropic
Professionals
|
|
We teach:
~ The
power of Stories
~ The
power of
Relationships
~ The
power of Processes
|
|
Our Training, Tools, and
Support
are:
~ Simple
~ Practical
~ Affordable
|
|
|
PERSONAL ASSET ADVISORS
Your Money Smart and Organized
-
How many times have your tried to organize your financial information, legal documents, and life records?
-
How many
hours have your wasted looking for important papers?
-
What if—heaven forbid—something happened to you or your spouse? Who’s going to straighten up the mess then?
We
can help.
The Personal
Asset Advisor System will
get you organized,
smart and informed in
no time.
|
|
MAIN STREET PHILANTHROPY
We’re developing the next generation of philanthropists by helping students experience the joy of intelligent giving.
|
|
LEGACY
PLANNING ASSOCIATES
We help affluent
families discover their
relationship to wealth and to
one another.
Our legacy
planning process goes beyond the
traditional focus on money and
taxes, making sure that families
define a family vision that
encompasses not only their
assets, but prepares heirs for
those assets.
|
|
SELLING WITH STORIES
Selling with Stories is a solution for advisors who want to boost their business by being themselves, telling the truth, and helping prospective clients address their real concerns.
|
|
FIND A LEGACY ADVISOR
A SunBridge Certified Legacy Advisor in your area can help you plan for your total wealth, not just your money.
|
|
3214 Bayflower Ave. Harmony, FL 34773
407-593-2386 Admin@SunBridgeNetwork.com
|
