Legacy by Design Updated:02/2016

Why Legacy by Design, LLC?

Our Services: 

  • Bring creative design to your succession planning efforts, including your ownership transition, financial security, retirement options, and estate tax strategies.
  • Coordinate with your other advisors, such as your accountant or attorney, to help ensure cohesive and comprehensive wealth creation and preservation strategies.
  • Serve as a catalyst for achieving your family’s financial security and succession planning objectives.

Our Philosophy: 

  • Engage in long-term relationships, which respect your confidentiality.
  • Provide alternative solutions to help you make informed decisions.
  • Assemble the core resources you need to protect and preserve your family’s financial security.

Our Clientele: 

  • Successful farmers, ranchers, and agribusiness owners who seek to grow wealth and expand opportunities which may endow the family for generations.
  • Self-driven agripreneurs who do not have the time or expertise to manage their family’s financial security and develop a next generation leadership structure to assume control.  
  • Family business owners who are experiencing a gap among the services offered by traditional advisors and desire comprehensive and coordinated solutions.
  • Entrepreneurs who want to develop a strategic plan to build a better future, and establish the foundation for a better business – today and tomorrow.

For family business owners, our Comprehensive Succession SolutionTM includes planning for:    

Legacy by Design provides hometown service from coast to coast.

  


Contact Legacy by Design

REMINDER: This listing is a free service of CaliforniaLandCAN.
Legacy by Design is not employed by or affiliated with the California Land Conservation Assistance Network, and the Network does not certify or guarantee their services. The reader must perform their own due diligence and use their own judgment in the selection of any professional.

 

Contact Legacy by Design

Kevin Spafford, CFP®
Founder
463 Century Park Drive
Yuba, CA  95991
Phone: (530) 345-7411
Toll Free: (877) 523-7411


Service Area

Statewide service provider in:
  • California