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Tom Meaglia, ChFC®, AEP®,
CLU®, CRPC®, MSFS
Chartered Financial Consultant
Investment Advisor Representative
Chartered Retirement Planning Counselor
CA Insurance Lic. #0567507
Meaglia Financial Consulting
2105 Foothill Blvd., #B140, La Verne, CA 91750
Toll Free: 800-386-3700
Bus: 909-593-6105
Cell: 818-681-8600
Fax: 909-593-6120
Email: tom@meagliafinancialconsulting.com
Website: www.meagliafinancialconsulting.com
If you are interested in choosing among potential charitable endeavors, a value statement can guide you and your loved ones.
First, sit down with your family and determine what’s important to all of you. Buy-in is crucial, especially if you’re trying to pass on your values along with your wealth to future generations.
For example, you and your spouse may want to benefit arts organizations going forward, while your children want to aid social organizations. Write one sentence to start your value statement, such as "Our family will devote our financial resources and efforts toward aiding both the arts and organizations that help during disasters."
Then, you might follow up with specifics such as helping children in need or a local theater group. You may even decide that you will give a certain annual percentage of a portfolio’s gains to charity. Your words and your charitable choices are up to you and your family. Communicate and you’ll find the process will run more smoothly.
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Thomas Meaglia is an Investment Adviser Representative of Coppell Advisory Solutions LLC, dba, Fusion Capital Management, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.
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