Overview of the 60‑Year Strategy

Legacy planning at g3 centers on structured, educational discussions built around long‑term considerations.

We help families:

  • Anticipate transitions

  • Understand long‑view financial considerations

  • Prepare heirs for responsibility

  • Coordinate decisions across generations

  • Strengthen communication as wealth transitions forward

Key Focus Areas

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Retirement + Longevity Considerations

Exploring long‑range lifestyle factors

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Family Governance + Communication

Improving alignment and reducing uncertainty.

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Estate + Legacy Considerations

Clarifying intentions and preparing beneficiaries.

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Business Succession Considerations

Preparing owners for future leadership

How the Process Works

1. Discovery — Understanding family goals, history, and priorities.

2. Planning — Developing a tailored long‑term framework.

3. Implementation — Coordinating next steps with legal and tax professionals.

4. Ongoing Review — Updating the plan as life and generations evolve.

  • 2900 West Rd, 2nd Floor, 48823

    Michigan, United States

Securities offered through Sigma Financial Corporation, member FINRA and SIPC. Investment Advisory Services offered through Sigma Planning Corporation, a Registered Investment Advisor. g3 Legacy Office is independent of both entities

  • 2900 West Rd, 2nd Floor, 48823

    Michigan, United States

Securities offered through Sigma Financial Corporation, member FINRA and SIPC. Investment Advisory Services offered through Sigma Planning Corporation, a Registered Investment Advisor. g3 Legacy Office is independent of both entities

© G3 Legacy Office. All Rights Reserved

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