Legacy by Design LLC.

Cultivating Multigenerational Success in the Agricultural Community

Call Us Toll Free: (877) 523-7411

Cherry Orchard

Legacy Certification Process

Planner Participation Requirements and the Legacy Certification Process

Legacy by Design may form a Strategic Alliance with financial planning firms in order to offer comprehensive succession planning to the agricultural community.


The Certification
Process

A financial planner must be selected and meet certain criteria in order to participate in this Alliance and become a Legacy Certified AdvisorTM. The criteria for certification includes:  

  • Advanced designation, to include but not limited to CFP®, ChFC®, CLU, CPA, JD.
  • A minimum of 10 years experience in the financial services industry.
  • Understanding of and appreciation for the rural lifestyle.
  • Appropriately licensed/registered for financial planning, accounting and/or law.
  • Participate in Legacy by Design’s Certified Advisor Program, attend regular conference calls, and contribute in advisor study sessions.
  • Maintain a high level of client satisfaction.
  • Follow Legacy by Design’s Comprehensive Succession Solution.
  • Act in a professional manner with uncompromising integrity.  

 

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