FAMILY LEGACY TRANSITIONS
One of our goals is to help enterprising families and families of wealth transition their legacy to future generations. The effectiveness of this transition is critical so that your legacy can continue to extend and flourish. Success in this area can bring about great benefits but failure to properly plan can result in your legacy being eroded very quickly.
We take a whole-person/whole-family approach which focuses not just on wealth management, but focuses on the dynamics of family relationships, the balance between interests and family, transition and succession planning, managing unexpected crisis, health issues, and even discussions around the underlying motivations and beliefs that drive how you make decisions. Both financial decisions and any other personal and strategic decision you must make.
We want to care for you as a whole person which includes more than just your finances. We have learned over the years that the better we understand your values and beliefs, the more effective we can be in our goal to fortify and extend your legacy to future generations.
Chris has been working with individuals and families for decades and he has seen how focusing on the longevity of wealth, while at the same time working with the entirety of a family can lead to wealth being stewarded generationally with great success. He works to help families improve their decision making and maximize their growth potential which results in the extension and continuity of their legacy for generations.
VISIT US
Stop by and see us at the historic, Nowell-Wheeler House.
(Parking is available behind the building and along Williams Street)
248 North Broad Street
Monroe, GA 30655
CALL OR TEXT
EMAIL US
Abundance, LLC
678.884.8841 (Call or Text)
248 North Broad Street
Monroe, GA 30655
connect@findabundance.com
Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. Abundance is not affiliated with Kestra IS or Kestra AS.
Investor Disclosures: https://www.kestrafinancial.com/disclosures
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representative of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services references on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844.553.7872.
Website by Faithworks Marketing