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.

Jim Moniz is a Financial Consultant and Educator.