Peace of Mind Protection
Sundvick Legacy Center’s exclusive "peace of mind solution" ensures that your estate plan is continually on course to protect your family, preserve your legacy and pass on your assets by design, not by default.
Consider the investment you made in your last vehicle. If you never had an oil change and never saw a mechanic for 5, 10, 20 years – what would happen to your vehicle? What about your health? If you never take care of yourself and don’t have annual checkups with your doctor, slowly your health will decline.
Since a failed Business, Asset Protection and Estate Plan is more expensive than not having a plan at all, we begin with the end in mind, and have designed an exclusive service to provide you, your family and your legacy with the TLC that you deserve for peace of mind during your life.
The Sundvick Legacy Team works smart to preserve your wealth and values with the support of our interactive Total Legacy Care Plan concierge maintenance services. We assist people throughout the various stages of their life, business and estate transitions in addition to addressing issues concerning wealth reception by the next generation. It is the collective coordinated commitment to excellence of my team, my clients, their advisors and myself focusing on providing families with peace of mind through this exceptional client-focused process that clarifies the significance of their lives today and secures their future legacies for generations to come.
We have many benefits available that we will review with you at the time of your consultation. The main difference between the TLC Plan and the TLC Premier Plan is net worth, the complexity of the estate and the level of our involvement on a monthly at times weekly basis.
Our clients, knowing we’ve got their backs, have the opportunity
The TLC Premier Plan is exclusive to families with a net worth of over $20M. Please note, Lizette limits the number of her TLC Premier Plan engagements and not all clients qualify due to the level of involvement Lizette personally provides.
Lizette offers Wellness, Wealth and Wisdom workshops to benefit others in their pursuit of happiness, financial freedom and significance. Through life, we all go through many seasons of change. It is a lifelong pursuit to develop and master the life skills necessary to navigate through these various changes successfully. When we are younger, we have a cleaner slate and tend to be more flexible. As we age, we may become more comfortable and sometimes complacent in our inertia towards life. Others age with a tenacity to grow and find new experiences. Lizette’s workshop and webinars on Wellness, Wealth & Wisdom for When We Want More is open to both women and men to raise the awareness of and provoke thought in individuals and couples experiencing this tension in their lives to encourage the opportunity to make intentional life choices both personally and professionally.
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