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Legacy Planning

Legacy Planning Explained

At Majestic Financial, we exist for our clients.  Simple.  Our clients have numerous needs, wants, wishes, and purposes.  All these very important things are part of the conversations we are blessed having with them regarding Legacy Planning.  The idea of a legacy is often an emotional and powerful one.  How does someone want to be remembered?  What type of impact is possible with the resources someone has?  How can someone still benefit people after they are no longer on this Earth?  These questions, among others, come up and are paramount in developing a legacy plan for not only an individual client, but a whole family, which can be extremely impactful and rewarding, not only for the clients involved, but for our team at Majestic Financial.  It is a privilege to help people with this type of planning.  Legacy Planning utilizes our whole team and our individual strengths.  It can require multiple investment tools, different types of accounts, and other professionals (such as CPAs, estate attorneys and other important people such as family members, charities, institutions, etc.) in our clients’ lives.  Please let us know when you are ready to learn how you and your resources can help not only you and your loved ones, but possibly further causes, purposes, and passions that are close to your heart.

Estate Plan Resources

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Majestic Financial
​220 South Main Street, PO Box 322, Plainwell, MI 49080      
307 E Green Street, 
Hastings, MI 49058
​(269) 443-2160
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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Majestic Financial is not a registered broker/dealer and is independent of Raymond James Financial Services.

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  • Home
  • Who We Are
    • Financial Consultants >
      • Sean Budlong
      • Brandon Wilkins
      • Leon Bennett
    • Senior Client Service Managers >
      • Laurie Budlong
      • Kendra Omans
    • Client Service Managers >
      • Jaime Merriam
      • Alyx Hampel
      • Becky Sharp
    • Marketing Team >
      • Josh Budlong
      • Isiah Meyer-Penney
  • Who We Serve
    • Small Business Owners
    • Families
    • New Investors
  • Investments
    • Discretionary Accounts
    • Options Contracts
    • Structured Investments
  • Services
    • Legacy Planning
    • Retirement Planning
    • Tax Planning
    • Money Management
    • Protection Planning
  • Client Access
    • Login
    • Enroll
    • How to Enroll
    • Password Reset
  • Contact Us
  • Blog
  • Events
  • Newsletter