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OUR PROCESS

At King Legacy Group, we believe that building a financial legacy requires more than just planning—it requires a step-by-step approach that adapts to your unique goals and life journey. Our LivingLEGACY™ process is designed to guide you through every phase of financial planning, from sparking your desire to create a lasting legacy to the ongoing management of your financial strategy. Whether you’re looking to grow your wealth, protect your assets, or plan for retirement, our process ensures that each step is aligned with your vision for the future. Explore the stages of our personalized process below and discover how we help you build a legacy that lasts for generations.

LivingLEGACY Process Flow

*The steps shaded in green are when you actually meet with an advisor.  Step 8 represents your annual review.

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6339 Charolette Pike

Suite 885

Nashville, TN 37209

(615) 502-0901

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