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THE BEQUEST LEGACY PLANNER
CREATE YOUR FUTURE, ONE DAY AT A TIME.
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Defining Your Parameters
Set your financial, total assets under management goals
Put Your Money To Work
Assign an allocation goal around the asset classes you plan to develop
Bequest Legacy Planner PDF
Download your own digital copy along with additional planning pages
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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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