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Legacy Certified Advisors™ Profile
Office: (877) 523-7411
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As a Financial Planner, Kevin Spafford founded Legacy by Design, LLC, exclusively to serve the succession planning needs of farmers, ranchers, and agribusiness owners. Over the last ten years, he’s spearheaded initiatives to improve the way farm families and agripreneurs engage in the succession planning process.
Transitioning the family business from one generation to the next is a natural next step for a thriving operation. It removes uncertainty, provides opportunity, and creates a lasting legacy.
But, multigenerational success is difficult and rare. The process isn’t easy, and the path is not always clear. At Legacy by Design we provide succession solutions to clients across North America through our network of Legacy Certified AdvisorsSM. As a financial planning-first organization, our financial advisors and backroom technicians collaborate to deliver quality results.
At Legacy by Design, we engage consumers in experiences that encourage action and generate results. We provide a depth and breadth of education for succession planning to both consumers and professional advisors.
Back in 2005, Kevin wrote Legacy by Design: Succession Planning for Agribusiness Owners. In 2008, he helped launch the Farm Journal Legacy Project, the largest succession planning initiative ever in the ag community. And in 2011, the Legacy Project won the prestigious Grand Neal Award for excellence in business journalism.
Before Legacy, Kevin spent 20 years with State Farm Insurance as an Agent, Agency Manager, and Agency Field Consultant. His career has always centered on serving others. With State Farm, Kevin worked to help families achieve a sense of security by providing financial security.
Read full CV here.
About Legacy by Design's Comprehensive Succession Solution.
Kevin Spafford is a registered representative of Lincoln Financial Advisors Corp.
Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. CA Ins. Lic 0609055. CRN-1085298-122314
Legacy by Design, LLC is not an affiliate of Lincoln Financial Advisors Corp.
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