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Calculate Your Legacy Score Now!

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How Will Your Plan Hold Up? Calculate Your Legacy Score Now!

We’ve identified the 5 critical mindsets and top 5 characteristics of a solid legacy plan.
Score yourself in each of these categories and get instant feedback regarding the strength of your legacy.

Download Your Scorecard

Our focus is to help you provide security, flexibility, and freedom for you and your family as we create your living and lasting legacies. Our goal at Peak Legacy Partners LLC is to provide you with simple, yet effective strategies that provide generational impact.

2323 West 5th Avenue
Suite 120
Columbus, OH 43204

239-849-8005
info@yourpeaklegacy.com

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

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