Skip to content
Feel free to reach out.
Menu
Home
What Makes Us Different
Our Team
Our Team
Reg D. Aldrich
Levi C Wade, CFP®
Derek Williams
Matt Powell
Why Work With a CFP
About Raymond James
Who We Serve
Who We Serve
Business Owners
Corporate Retirement Plans
Families and Individuals
Non-Profits
Pre-Retirees
Retirees
How We Serve
How We Serve
Financial Planning
Retirement Planning
Portfolio Management
Estate Charitable Giving & Trust
Corporate Retirement Plan Consulting
Risk Management
Education Planning
Resources
Resources
Worthwhile
Commentary and Insights
Behavioral Finance
Behavioral Finance
Familiarity
Loss Aversion
Overconfidence
Mental Accounting
Client Access Videos
Living Your Legacy
Living Your Legacy
Career
Community
Family
Intergenerational Wealth Transfer
Intergenerational Wealth Transfer
Communication
Philanthropy
Taxes
Your team
Contact Us
Contact Us
Refer Us
Second Opinion
Giving Back
Client Access
Client Access
Login Name
Password
LOGIN
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
Reg Aldrich
5700 NW 130th St
Ste 2
Oklahoma City, OK 73142
O: 405.608.9305
F: 405.608.9310
Map and Directions
Map and Directions
Levi C. Wade, CFP®
5700 NW 130th St
Ste 2
Oklahoma City, OK 73142
O: 405.608.9306
F: 405.608.9310
Map and Directions
Map and Directions
Derek Williams, ChFC®
408 S Eagle Rd
Ste 205
Eagle, ID 83616
O: 503.922.2113
O: 208.994.7450
F: 208.597.7811
Map and Directions
Map and Directions
Matt Powell, CFP®
102 S Tejon St
Ste 1100
Colorado Springs, CO 80903-2253
O: 847.850.2585
O: 719.799.6540
F: 847.850.2599
Map and Directions
Map and Directions
Prev
Article
Next
Article
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
Family & Lifestyle
//
Estate & Giving
//
Infographic
//
Share
Facebook
Twitter
LinkedIn
Email
Explore a spectrum of strategies that can help you live out your family legacy.
Tag Cloud
Family
//
Estate
Prev
Article
Next
Article