Checklist
Where is it?
Will
Power of Attorney
Trust information
Location of important keys
Pet instructions
Location of login information
Medical information
Important contacts
Insurance info
Important accounts (checking, investments)
Real estate
End of life arrangements
Retirement accounts
Around the House
Keys
Jewelry and valuables
My People
Pet Instructions
Who needs to know?
Our Team
Manager
Manager
Manager
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.
Agent
Manager
Manager
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.
Broker
Manager
Broker
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.
Reviews
Frequently Asked Questions
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.
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Contact Us
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.
Hours
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
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