Welcome to the Financial Legacy Website!

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Maria L. Ellis, BBA, MBA International Banker, Investment Advisor / Real Estate, Harvard Business School, Author

YOUR FINANCIAL LEGACY…

What do you want your financial legacy to be? Whether you are a business owner or managing your personal
financial legacy, now is the time to start thinking about ensuring that you meet your life goals!
To learn to create a financial legacy plan designed to meet your goals and to ensure future generations
continue your vision and values…listen to my podcasts and get a free audio book and complimentary
consultation.

PODCASTS

FAMILY BUSINESS LEGACY

ESTATE PLANNING / TAXES

RETIREMENT

LIFE INSURANCE

RESIDENTAIL / COMMERCIAL PROPERTY

INVESTMENTS