“SUCCESS is about the life we live.  SIGNIFICANCE is about what lives on because of the life we live.
Not all that God wants us to accomplish through our life will be achieved within our life’s span.”

Gary Walter
President
Evangelical Covenant Church

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What is YOUR Legacy?

Your legacy is what you leave or pass down to those who follow you. It has to do with both your values and your valuables. The heirs of your legacy are not just children and family: it's also society as a whole, the charities you support, and the people whose lives you touch.

The pyramids in Egypt (quite a legacy in themselves!) contain between 2.3 and 6.3 million stones apiece and have lasted for over 3,000 years. But even these great monuments were built one stone at a time. It’s the same with legacy and financial planning: While your personal plan may not have as many stones as the pyramids, each element is important and contributes to the whole.

Your plan centers around your financial goals and objectives, for both now and the future. Each life stage has its own financial planning concerns. You should consider short-term, mid-term and long-term needs, and make plans that take unexpected contingencies into account. 

Remember, everyone uses different stones and puts them together in different ways. But if the architect and the contractor never get together and actually build something, the plan just gathers dust. Covenant Trust Company® is here to help you put your plans into action. Building your legacy is a life work. It takes careful thought and diligent planning, and is a work-in-progress from beginning to end. Are you ready to get started? Contact Covenant Trust Company or your local Financial Services Representative today! [view Directory]

 

 
 
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