The Legacy Development System is a process designed to utilize tax planning, estate preservation and risk mitigation strategies to ensure that our clients' wealth is not only preserved but protected against any eventuality.

The Legacy Development System was designed by Daryl Smith, CFP, ChFC, CLU, TEP to provide both direction and peace of mind to those that need it the most - business owners/shareholders and individuals with substantial assets and complex estate planning issues. There are three separate and distinct entities to the system - The Discovery Process, The Solution and Implementation Process and The Annual Review Process.