Legacy Planning to Protect What Matters Most.

Legacy Planning is about ensuring that your wishes are honored and your loved ones are taken care of after you’re gone. Our services focus on crafting a plan that reflects your values and provides for those you care about most.

Legacy Planning Specialists

CFP® & AIF® Certified
15+ Years Experience
Trusted Partnerships
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Preserve Your Legacy for Future Generations.

Legacy Planning ensures that your loved ones are cared for and your wishes are honored after you’re gone. Our financial professionals will work with you to create a comprehensive estate plan that reflects your values and provides for those you care about most.

Service Details:
  • Life Insurance Policy Selection: Choose the right life insurance policies to provide financial security for your loved ones.
  • Long-Term Care: Plan for long-term care to protect your assets and ensure you receive the care you need in your later years.
  • Trust Integration: Establish trusts that align with your estate plan, protecting your assets and ensuring they are distributed according to your wishes.
  • Professional Coordination: Collaborate with legal and tax professionals to ensure your legacy plan is comprehensive and effective.
Why Choose Mountain Capital Planning?

We understand that Legacy Planning is deeply personal. We’ll take the time to understand your wishes and goals. Our holistic approach ensures that your legacy is preserved and your loved ones are cared for in accordance with your desires.

“Mountain Capital Planning has been a game-changer for my business and personal finances. Their personalized approach and expert advice have given me peace of mind and a clear path to financial success.”

– Michael, Small Business Owner