The Legacy Conversation: Wealth with a Purpose

At Tanner Wealth, we’ve sat across the table from people at every stage of the financial journey—from those who’ve just had a liquidity event to those quietly stewarding multi-generational wealth. And if there’s one thing we’ve learned, it’s this:

The wealth that often lasts is the wealth that’s led.

It’s not just about having a bigger portfolio. It’s about having a bigger purpose.

Most People Plan for Retirement. Few Plan for Legacy.

Retirement planning is standard. But legacy planning? That’s where the deeper conversation begins.

A solid legacy strategy goes beyond how much you’ll leave behind. It’s about what you’re passing on—values, mindsets, structures, and even stories that will shape how future generations handle what you’ve built.

That’s why at Tanner Wealth, we guide our clients to ask questions like:

- What kind of mindset do I want to instill in the next generation?

- Are my current structures (trusts, estate plans, business succession plans) aligned with my long-term values?

- Am I creating wealth that multiplies, or wealth that fades?

One of the True Measures of Success: Multiplication

In our coaching and advising conversations, we often talk about the ripple effect. A life well-lived sends waves into the future—waves that outlive us. And when it comes to wealth, the same principle can apply.

It’s not about hoarding or over-controlling. It’s about building systems and training stewards who can multiply what’s been entrusted to them.

A Kingdom Lens on Wealth

For those of us who see life through a kingdom perspective, the stakes are even higher. We believe wealth isn’t just meant to serve us—it’s meant to serve through us.

Whether it’s creating charitable foundations, funding purpose-driven ventures, or simply raising kids who understand generosity and grit, your wealth can become a river instead of a reservoir.

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Bottom Line: You Don’t Have to Choose Between Wisdom and Wealth

At Tanner Wealth, we’re not just building portfolios—we’re building futures. Ones that are rooted in vision, shaped by values, and executed with clarity.

Let’s talk about what legacy really means for your family.

By John Tanner, VP | Regional Leader | Wealth Advisor

FI Advisors, Inc.

913 N PATTERSON STVALDOSTA, GA 31601

229-232-8211

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives. Investments are: Not FDIC/NCUSIF insured May lose value Not financial institution guaranteed Not a deposit *Not insured by any federal government agency.