Rockefeller-style planning works regardless of whether you leave $1 million or $100 million behind. If you plan the right way, you can make your financial legacy last in perpetuity. You can pass on more than wealth to the next generation; you can leave them values, opportunities, and empowerment.
The Rockefeller Method is at the center of what we call the “Family Legacy Rings,” which are:
Please review important Disclosure Information set forth in this website. Check the background of our investment professionals on FINRA’s BrokerCheck. Invst is an independent Registered Investment Advisor headquartered in Indianapolis, IN.