Our Client Process
Clear. Strategic. Built to safeguard your legacy for decades and beyond.
At RM Legacy Group, every relationship begins with listening. We devote time to understanding your goals, family dynamics and the complexities of your estate, tax and liquidity planning. Our process is never transactional; it’s a planning‑first approach that integrates insurance seamlessly into your broader wealth strategy so it performs across generations.
From the first meeting to ongoing policy management, we work in concert with you and your advisory team to deliver intelligent risk architecture that supports your wealth plan and legacy goals.