James E. Moniz, MSFS
Financial Consultant


The Legacy Vision Approach helps you achieve the legacy you envision for you, your family, and your community. Created by James E. Moniz, MSFS, The Legacy Vision Approach will help you create and preserve your wealth, allow your wealth to have a positive impact on your family, and achieve your goals and desires. 

 When you have worked through the Legacy Vision Approach you will:

• Have a clear and well-defined estate and wealth management program that will be directed by the legacy that you envision;

• Be able to direct your personal and financial goals in a way that has the greatest impact;

• Have confidence knowing that you have a professional team of
advisors working together;

• Have the legacy you envision for you, your family, and your community.

If you have any questions, please do not hesitate to reach out to me.