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Leaving A Legacy: Success and Succession

December 29, 2014
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We all want to leave a legacy. We want to matter in the present and to continue to matter well into the future. Despite these truths, legacy can be hard to discuss because it requires an implicit realization that we will not be around forever. In the midst of success, it can be difficult to think about succession.

Leaving a legacy is very important to me. In my family life, I want to leave a legacy of love, support, and wisdom. In business, I want to leave a legacy for my valued clients, both of our success together and for their continued success far into the future.

A Financial Legacy

As a financial advisor, I strive to secure a legacy for my clients. While financial security in the present is a priority, the eagle-eye view of an individuals needs includes a future of security for their loved ones as well. When planning your financial legacy, there are many things to keep in mind, including:

  • Estate planning and preservation
  • Asset protection through insurance and annuity products
  • Real estate investment trusts
  • Life insurance

A good financial advisor will help you address each of these areas with care in order to provide the strongest possible legacy for your family and community. At Lindsey & Lindsey, we believe that clear and well-defined goals set our clients up for success, and provide custom tailored solutions that fit your individual goals.

A Business Legacy

Leaving a legacy through our work is a powerful motivator. It is the reason we work hard and do our best every day to serve our clients and community. A legacy of success validates our efforts to make a positive difference, and when you believe in the work you are doing, you want the effects of that work to last.

Succession planning is a vital part of protecting the legacy of your hard work. As we enter the middle and later parts of our careers and become mentors and examples to those who follow us, it is natural to consider who we would like to succeed us and continue the good work for which we have provided a strong foundation.

For me, succession planning was a large part of the spark that led to becoming an independent financial advisor. Aside from the ability to offer my clients the best possible resources and custom-tailored planning, I knew if my daughters entered the financial services industry that I wanted them to have the opportunity to join my business and eventually continue to provide the same care for my clients that I do.

A Family Legacy

It was with great pride that I welcomed my daughter, Christina Lindsey Orta, to the team at Lindsey & Lindsey Wealth Management this past summer. She brings with her more than 10 years experience in the industry, as well as incredible focus, critical thinking skills, and a visionary approach to the future of our business. With her FINRA Series 24 license, she brings a whole host of new skills and opportunities for our growth and expansion. I am very proud of her accomplishments and gratified as both a father and a businessman to have a daughter whose intelligence and years of hard work make her the ideal candidate to succeed me in the business that I have built.

As I wrote in a recent post, the confidence and trust of my clients is incredibly important to me. I look forward to continuing to work with them, and when I do retire, knowing that I have the utmost confidence in their financial future. Becoming an independent advisor was a battle, but well worth it for the legacy it will allow me to leave.

If you'd like to learn more about Christina, here's a short audio interview in which we discuss her career and contributions to Lindsey & Lindsey Wealth Management. Tweet us @Lindsey2Wealth to share your thoughts on the power of leaving a legacy!