Colby Haggard

Background

About Colby Haggard

At Legacy & Succession, our driving vision is to empower individuals and businesses on their journey towards achieving financial and business aspirations. Our mission centers around the profound idea of serving others by guiding our clients towards their unique financial and business ambitions. At the heart of our ethos lies the unwavering commitment to uphold the fiduciary standard of care. It is our pledge to always act in the best interests of our clients, solidifying trust through transparency and ethical conduct. This commitment is reflected in every facet of our work, from integrated financial planning to strategic consulting. Our consultancy doesn't simply offer advice, it orchestrates a holistic and consultative experience. We become more than advisors; we are fiduciary strategic partners. Bridging gaps that often exist between various elements of an individual's financial and business strategy, we synthesize the expertise of CPAs, attorneys, bankers, insurance and investment professionals, TPAs, and benefit brokers. This convergence ensures a harmonious orchestration of financial objectives, leading to enhanced outcomes. Since 1967, Legacy & Succession has been devoted to cultivating legacies that transcend generations. We believe that the true measure of wealth lies not only in material possessions but in the values that are etched into the fabric of our lives. Our multifaceted approach encompasses two distinct yet intertwined divisions: Legacy Planning and Succession Planning. Legacy Planning embodies the essence of passing down values that endure beyond a lifetime. It's not just about bequeathing possessions; it's about imparting principles. Our meticulous process aids in crystallizing a future vision, ensuring that the values individuals hold dear remain an enduring legacy. Succession Planning, a symbiotic partner to Legacy Planning, recognizes that every business owner traverses multiple phases in their journey. Be it transitioning the business to a family member, cultivating a new enterprise, orchestrating employee buyouts, or engaging external buyers—each transition holds its unique challenges. We stand by our clients as they navigate these uncharted waters, formulating strategies that secure both the prosperity of their businesses and their personal fulfillment in the next phase of life. Legacy & Succession is not just a consultancy—it's a sanctuary of knowledge, a custodian of values, and a guide to enduring success. We craft a future where prosperity is intertwined with principles, and success resonates through generations.