9. What are the Next Steps?

You’ve asked — and answered — the right questions.

Congratulations.

  • Question-asking is the first step to building your action plan.
  • Research is an obvious initial step.
  • Knowing who you are and what you want is critical as well.

The next logical step is to discuss legacy planning with an expert. The friendly, helpful, and experienced professionals at Aurora Investment Counsel are available to talk about your ideas for leaving a legacy, answer your questions, and provide advice of how to leave the legacy you imagine.

Why not move ahead with your legacy planning journey? Book an appointment today to start planning for the legacy you imagine.