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Businesses > legacy planning

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Mitt Arv
Mitt Arv is a digital legacy platform that helps you preserve memories, values, and essential documents to pass on to future generations with security and meaning.

Estate Law of Florida, P.A.
Estate Law of Florida®, P.A., led by Tara David with over 12 years of expertise, focuses on helping people navigate estate planning, wills, and trusts, ensuring a probate-free peace of mind. With three convenient locations and virtual services statewide.

David Kenik
Wealth Concepts Group specializes in creating prosperous and safe retirement plans

LegacyShield
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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