Leaving a Financial Legacy

Secure Your Legacy, Shape Your Future


In this month’s guide, you’ll discover essential insights and practical strategies to navigate the intricate landscape of estate planning and wealth transfer. From understanding the importance of clarifying your legacy goals to exploring tax-efficient investment strategies, each section is crafted to empower you in shaping a lasting financial legacy that reflects your values and aspirations.

Whether you’re a seasoned investor or just beginning to explore the world of legacy planning, this guide is your comprehensive resource to ensure that your hard-earned assets are preserved and distributed according to your wishes. With expert advice and actionable tips, you’ll gain the confidence and clarity needed to take proactive steps towards securing a prosperous future for yourself and your loved ones. Download your copy today and embark on the journey of leaving a meaningful financial legacy that stands the test of time.


Fill out the form to the right to download this guide today and starting preparing for your financial legacy today. By submitting this form and providing your information, you agree and understand that Armstrong Advisory Group, Inc. (AAG) will store your personal data. You also agree that AAG may call you at the number you provided or email you using the email address that you’ve provided for the purposes of scheduling appointments and appointment reminders on its behalf or on behalf of Cushing and Dolan, P.C. You are also agreeing to AAG’s Terms of Use and Privacy Policy.

Terms of Use and Privacy Policy

The information in our Guides is of a general nature and is provided solely for informational purposes; it is not individualized and does not constitute investment advice or an offer to buy or sell any security, product, service or investment.

Request Your Guide


Thanks for being interested in our monthly financial planning guides.

Let’s help plan your legacy. Talk to a member of our team.

Delivered to your inbox.

We aim to release two newsletters a month, one focused on financial planning and another on investing.  If you are interested in having our monthly newsletters delivered directly to your email inbox, choose what topic you prefer and submit this form.  Thank you for your interest in our newsletters.