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Power of Attorney
Location of important keys
Location of login information
Important accounts (checking, investments)
End of life arrangements
Jewelry and valuables
Who needs to know?
Jeff began his investment career in April, 1991 as a planner with AllReady Investments. He left AllReady in 1997 and started his sales career as an agent with Worker's Insurance Ltd. He’s been at Legacy Vault since 2003. He fishes with his son in his spare time.
Jennifer began her investment career in June, 2000 as a planner with ACME Investments. She left ACME in 2005 and became an agent with Worker's Group. She’s been at Goodman & Partners since 2010. She hikes in her spare time.
Pedro began his career in June, 2001 as a broker with Doe Investments. He left Doe in 2004 and started his sales career as an agent with Worker's Group. He’s been at Goodman & Partners since 2007. He rock climbs in his spare time.
Please contact us if you cannot find an answer to your question.
Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.
It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.
You should meet with us to review your plans every five years, or before any major life transition.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment