Your Legacy by Design Team.  ____________________________________________________
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Kevin Spafford - Plan success, enjoy life! Armed with this philosophy, a background in agriculture, and over 20 years of experience in financial services, Kevin launched Legacy by Design in 2005, specializing in succession planning for agribusiness owners. Preserving the family farm comes down to helping the owner balance objective needs, emotional demands, and social expectations. Kevin works with business owners, guiding them through the implementation of plans which are designed to optimize success for the owner, the family, and the farm. Email |
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Josh Sylvester - Meticulous and enthusiastic characterize Josh's approach to planning. Working with high net worth clients over the past several years, Josh refined strategies that help clients reach their succession goals. He is a Certified Financial Planner® and Chartered Financial Consultant with the qualifications, ability, and knowledge to design highly personalized succession strategies for each family business owner. Email |
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Nancy Acheson - During her 30 years in customer service, Nancy has acquired a broad array of skills and problem-solving abilities. She is a charter member of the Legacy by Design team, and also is the creative force behind our website and other informational materials. Email |
 Leave a Legacy - Kevin Spafford's blog for Farm Journal
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Get in touch with us.
By Mail:
Legacy by Design WatersEdge Building 901 Bruce Road, Suite 160 Chico, CA 95928
By Phone:
Toll Free: (877) 523-7411 (530) 345-7411
By Fax:
(530) 891-0718
"Plan Success. Enjoy Life.":
2nd Quarter 2007
1st Quarter 2007
December 2006: Succession Planning from the Ground Up
November 2006
October 2006 (page 1) (page 2)
September 2006
August 2006
July 2006
("Plan Success. Enjoy Life." registered with Library of Congress ISSN 1938-8055)

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