The Resources You Need To Maximize Your Bequest Legacy Planner!
THE BEQUEST LEGACY PLANNER
Use The Buttons Below To Access Your ADDITIONAL Resources
Set Your Financial & Total Assets Under Management Goals
Bequest's Compound Interest Calculator
CUSTOM JAVASCRIPT / HTML
Assign An Allocation Goal Around The Asset Classes You Plan To Develop
Bequest's Living Financial Statement
After capturing your financial goal or assets under management target as part of your Bequest Legacy Plan, you will have a chance to put your money to work by organizing your asset pillars and investment strategy within the Bequest Living Financial Statement.
The Bequest Living Financial Statement is a comprehensive tool, designed as a budgeting instrument, goal-setting guide, and accountability partner rolled into one, it provides an updated financial snapshot towards building your ASSET ALLOCATION PLAN.
LAYOUT YOUR PLAN IN PUTTING YOUR MONEY TO WORK
Download The Bequest Legacy Planner Digital PDF Here
BEQUEST LEGACY PLANNER
ADDITIONAL DAILY PLANNING PAGES AVAILABLE
MEET THE BEQUEST MANAGING PARTNERS
THROUGH A COMBINED 40+ YEARS INVESTING EXPERIENCE, BEQUEST IS DEEPLY COMMITTED TO HELPING INDIVIDUALS AND FAMILIES ACHIEVE GREATER FREEDOM IN THEIR LIVES.
MARTIN SAENZ
Managing Partner
Martin leads the overall growth at Bequest. For over 20 years, he has owned and operated multiple successful businesses. Martin is an expert at high-level strategy and has experience in fast-start ventures with multiple publications on investing.
SHAWN MUNEIO
Managing Partner
Shawn leads the acquisition & operations for Bequest, advancing the business through sophisticated technology and strategies while staying rooted in a people-first mindset for the organization.
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