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Businesses > legacy planning

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With LegacyShield, customers can organize and store financial, legal and important information. Create a legacy by building your life story and passing it on to loved ones.

Clarity Wealth Solutions
Randy Whittle of Clarity Wealth Solutions is a proponent of prosperity economics, focusing on proactively preserving & growing personal wealth. He has a bachelor’s degree in business administration and an MBA in finance & marketing from USC.

Puritan Financial Companies, Inc.
Puritan Financial Companies is a leading provider of financial solutions for clients beginning in their peak earning years and continuing through retirement, helping them to accumulate, protect and transfer wealth.

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