David Chaney, Chfc, Clu, Cap® Email & Phone Number

The value of your values is priceless. Legacy planning is a process that helps you create a vision for the future and make sure your values live on long after you’re gone. It’s about more than just passing down your valuables—it’s about handing down your values.What do you think would happen if you gave ten million dollars to each of your kids right now? Would they lose touch with reality and blow it all on Ferraris, yachts, and partying? Would they be mature enough to invest in real estate, the stock market, or a business startup? Would they be generous enough to give a portion away? Would they try to handle it with the best intentions but justwaste it due to lack of experience? Would they be wise enough to seek the counsel of others?Would they be disciplined enough not to destroy their life?At Legacy & Succession, we are committed to helping you leave a legacy that will last long after you are gone. When we identify the core values of your family, we then facilitate activities to help your family write a mission statement that reflects the values you want to pass on—a mission statement that works as both a guiding light and an actionable roadmap for future generations.Inside the wealth operation system of your legacy plan lies all the details regarding the financial plan,legal entities, constitution, and family governance, and many of the traditional and innovative concepts of the estate plan. This is where the strategy and expertise of our advisors andplanners take place to achieve the financial goals of the Legacy Plan. When the Legacy Plan comes together, the whole thing becomes more than the sum of its parts: itbecomes an expression of who you are as individuals and as a family, something tangible that can bepassed along from generation to generation so that each new generation can live up to its potential. Inthe end, the goal of uniting families, preserving values, and making an impact is achieved.Let's chat if you would like to learn more about the Legacy Plan process. Whether or not your family decides to work with mine, I am confident that our call will be full of insights and actionable steps to help you achieve your goals. Contact me: david@legacysuccession.com | (405) 614-2007

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  Chief Executive Officer & Founder

  Legacy & Succession

  Jan 2009 - Present - Oklahoma City Metropolitan Area

  Growing up the son of an estate planner for wealthy families, I saw every size of gift you can imagine, and I was constantly astonished at how something as wonderful as an inheritance can so easily turn into such a catastrophic mess when not properly planned for.Today, I believe equipping our kids with the knowledge, opportunities, and tools to succeed is beautiful. But when parents eliminate the need to succeed, the blessing becomes a curse. I have learned from mentors and experience… Show more Growing up the son of an estate planner for wealthy families, I saw every size of gift you can imagine, and I was constantly astonished at how something as wonderful as an inheritance can so easily turn into such a catastrophic mess when not properly planned for.Today, I believe equipping our kids with the knowledge, opportunities, and tools to succeed is beautiful. But when parents eliminate the need to succeed, the blessing becomes a curse. I have learned from mentors and experience that wealth is neither destructive nor constructive nor neutral. The difference is in how you lay the foundation. That’s where I come in. I want to equip you to be smart in the way you approach transferring your wealth to future generations and to challenge you to be intentional about the values you are passing on. No amount of smart financial management ever replaces fundamental values. It takes both to leave a lasting legacy.*LinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC (HTK). The recommendations posted to this page by or about HTK associated persons, are not endorsed by, and may not represent the views of HTK or any of its affiliates. This material is not intended to constitute a recommendation, offer or solicitation. Always consult your own tax, legal, or financial professional for advice with your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA www.finra.org / SIPC www.sipc.org. 600 Dresher Road, Horsham, PA 19044, 800-873-7637, www.htk.com. Legacy & Succession, LLC, is unaffiliated with HTK. 6033857RG_Oct25. Show less

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  Oklahoma State University

  Agriculture Education/ Anmimal Science