ABOUT
Becoming Beyond Legacy
Beyond Legacy’s strategic position extends beyond the immediate financial needs of clients; it encompasses the broader concept of legacy. By recognizing the uniqueness of each client's economic and life situation, Beyond Legacy provides personalized service that lays the groundwork for building a lasting legacy. This involves understanding not just their current financial objectives, but also their aspirations for the future and the legacy they wish to leave behind. Whether it's ensuring financial security for their loved ones, supporting charitable causes, or pursuing personal passions, Beyond Legacy plays a crucial role in helping clients shape their legacy.
By aligning financial products and services with these broader goals, Beyond Legacy empowers clients to make choices that reflect their values and aspirations. This approach transcends mere transactional relationships, fostering a deeper connection built on trust and shared vision. As a result, Beyond Legacy's clients can rest assured that their financial decisions are not only sound in the present but also contribute to the legacy they wish to create for future generations.
Incorporating the concept of legacy into Beyond Legacy's strategic position not only differentiates it in the marketplace but also elevates the value it provides to clients. It demonstrates a commitment to understanding their holistic financial picture and a dedication to helping them achieve not just financial success, but a meaningful and enduring legacy.
OUR CREATIVE TEAM
Ericka Fernandez
My journey to Beyond Legacy ignited when I entered the financial industry over 8 years ago, engaging directly with clients to evaluate their financial standing and safeguarding needs. It became evident that many were inadequately prepared for the future, and the prohibitive costs of comprehensive protection exacerbated the issue. The burgeoning popularity of crowdfunding underscored the urgency of proper planning.
However, the catalyst for my mission struck closer to home with the suddenly loss of my sister-in-law. Her passing left her daughter and grandchildren with nothing, as she had avoided critical discussions about financial planning. This heartbreaking experience highlighted the profound importance of trust, education, and mindset in financial matters.
Determined to effect change, I resolved to shift the narrative from consumerism and materialism to prioritizing proper protection and legacy-building. Beyond Legacy emerged as a beacon of empowerment, guiding individuals towards a secure financial future and the ability to leave a lasting impact for generations to come.
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