NBC Securities: Your Partner in Legacy Building
A common misconception amongst investors is that legacy planning is a service reserved for only ultra-high-net-worth individuals and families. The reality is that legacy building is key to anyone with savings who is seeking to devise tax-advantaged financial strategies that preserve, protect and grow wealth throughout and beyond their lifetime.
In the simplest terms, legacy planning is the process of deciding how to distribute your assets after your passing. This includes home, property, retirement savings, and even family heirlooms. But it goes further than that—it can also include building generational wealth for your family as well as ongoing charitable giving. This makes legacy planning critical for individuals who want to ensure the wealth they worked so hard for, and in turn, the inheritance they leave behind is protected. Navigating the legacy planning process can be challenging and that makes it even more important to have an independent private wealth management expert in your corner.
The Benefits of Legacy Planning
- Aligned Giving: Legacy planning allows you to predetermine how your assets are distributed, giving you comfort in knowing your wealth is left to your loved ones in ways you feel are best.
- Removing Complexity: Inheritance and estate considerations are extremely complex, so having a good plan truly simplifies a process that can become extremely difficult to navigate without proper planning.
- Intergenerational Support: Having a plan supports your loved ones and places them in a position for continued success.
- Lasting Legacy: Values, ethics, impact—everything an individual cares about and accomplishes can be preserved beyond their lifetime, enabling future generations to remember and continue what they started.
Why Legacy Building Matters
At NBC Securities, we are here to go further than legacy planning—we support legacy building. We view legacies as core to what we do, and our objective goes beyond only planning for intergenerational wealth transfer. We seek to actively support your ability to maximize impact through wealth, itself, so both your legacy and estate are positioned for success.
From our leading national investment advisor network driving key relationships to comprehensive services fostering an experience based on a deep understanding for our clients, we build legacies for generations to come and provide solutions for clients to thrive by reaching their lifelong financial goals.
As legacy builders, we provide you with trusted advice and solutions to support your family’s needs both in the present and future. We recognize the uniqueness of each individual, bringing forth an array of offerings to fit a growing set of needs to customize plans.
Learn more about our services to build and plan your legacy:
Independent Private Wealth Management
NBCS Asset Managment
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