Your Legacy Is More Than What You Leave Behind.
Financial planning can help protect what you've built. Legacy Stories helps preserve the experiences, lessons, memories and values that make your family's story unique.
About the Guidebook
The Legacy Stories Memories From My Life Guidebook gives your family the opportunity to reminisce with a purpose. Using categorized questions, you can spark a meaningful conversation about time’s past and provide guidance for the future. It also allows you to leave instructions, detailed information, and guidance on important issues.
Guidebook Features Include
Teach & Inspire
The challenges faced and lessons learned by your family have value. They can help inspire and teach the next generation. Unfortunately, some parts of your family history may be lost or forgotten over time. Physical photos, scrapbooks, and other old ways of preserving memories are susceptible to damage and misplacement. Here’s your chance to ensure even the smallest detail is remembered. Preserve them digitally with us. Give the next generation the gift of wisdom from generations before.
Preserve More Than Assets. Preserve the Story.
Imagine how special it will be knowing your family's history can be digitally stored for generations to come. Pass down fond family memories and tales of struggle easily. Our secure system keeps your content safe and gives you complete access and control. Just as your family may pass along an heirloom, the pictures and stories that define your family's history should be placed safely.
Your Stories Making History
Preserve the memories, experiences and values that help tell the story of your family.
Your Legacy Is Both Financial and Personal.
Legacy Stories helps preserve the memories and values behind your family's story. Philip can also help you consider how estate and legacy planning fit within your broader retirement and financial plan.
Schedule a ConversationMission Statement
Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.
Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.
Request Information
Mayflower Financial Advisors, LLC (dba Mayflower Advisors, "Mayflower") is an SEC registered investment adviser with its principal place of business in Boston, Massachusetts. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through Mayflower Advisors, a Registered Investment Advisor. Private Client Services and Mayflower Advisors are unaffiliated entities. A copy of Mayflower's current written disclosure statement as set forth on Form ADV, discussing Mayflower's business operations, services and fees is available upon written request or by visiting the SEC's website at http://www.adviserinfo.sec.gov. Member FINRA (https://www.finra.org) / SIPC (https://www.sipc.org). Obtain more information about our firm and its financial professionals at FINRA's BrokerCheck: https://brokercheck.finra.org.
Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist.
Bridge Wealth Strategies Inc. is not affiliated with the US Government. The materials presented on this website are intended as an educational overview and are not intended to provide specific advice to individuals without further consultation.
Bridge Wealth Strategies Inc. does not provide legal or tax-accounting advice. Please consult with a qualified attorney or CPA for proper legal or accounting counsel.
Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
The information and opinions contained herein are provided by third parties and have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned.
Copyright 2026 | Built, Powered & Developed by: ePIC Services Company