Legacy planning safeguards your family’s future by ensuring that your assets and values are preserved for generations. It’s about more than wealth—it’s about leaving a meaningful, structured legacy that supports those you care about and provides clarity during difficult times. Our service includes:
Preparing future generations to inherit, preserve, and manage family wealth responsibly while fostering long-term financial stewardship.
We seamlessly incorporate your charitable goals into your legacy plan, ensuring you leave a meaningful and lasting impact for future generations.
By collaborating closely with legal professionals, we ensure your legacy plan complies with all estate laws, requirements, and best practices to protect your intentions.
As family dynamics, financial circumstances, or tax laws change, we proactively adjust your legacy plan to reflect these important updates and ensure alignment with your goals.
DISCLAIMERS
11 Financial (“11 Financial”) is a registered investment adviser located in Lufkin, Texas. 11 Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. 11 Financial's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.
Accordingly, the publication of 11 Financials’ web site on the Internet should not be construed by any consumer and/or prospective client as 11 Financial’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by 11 Financial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of 11 Financial, please contact the state securities regulators for those states in which 11 Financial maintains a registration filing.
A copy of 11 Financial’s current written disclosure statement discussing 11 Financial’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from 11 Financial upon written request. 11 Financial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to 11 Financial’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.