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SUNBRIDGE NETWORK
98% of the time, professional wealth advisors lose their client’s business within one year of the death of their client.
90% of the time, the wealth and solidarity of affluent families are dissipated by the end of the third generation. This phenomenon is referred to as, “shirt sleeves to shirt sleeves in three generations.”
The cause for failed multigenerational families and failed multigenerational advisory relationships is the traditional planning paradigm, which is founded on a mindset of superiority, secrecy, and control.
Fortunately, there is a solution to these serious problems. It is a new—but actually age-old—approach to planning called “SunBridge 3-GEN Planning.” With SunBridge 3-GEN Planning, planning isn’t something we do
to our family, or even for our family. It’s something we do
with our family.
The SunBridge Network trains and equips professional advisors to elegantly deliver 3-GEN Planning to their client families.
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PERSONAL ASSET ADVISORS
The Social Security Maximization Experts. Providing solutions to the many troubling financial concerns of middle-income families who are planning for retirement. We will help you put together all of the necessary pieces to achieve the
retirement of your dreams: estate planning, investments, insurance, and more.
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SUNBRIDGE TOOLS
Tools, books, and games designed by Scott Farnsworth of SunBridge to help connect people and touch lives.
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FIND A LEGACY ADVISOR
A SunBridge Certified Legacy Advisor in your area can help you plan for your total wealth, not just your money.
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