Secure your future with Julian Movsesian’s wealth and legacy planning expertise. Contact Succession Capital Alliance to schedule a consultation.
Wealth and Legacy Planning with Julian Movsesian
At Succession Capital Alliance, Julian Movsesian leads our premier wealth and legacy planning services, helping high-net-worth individuals prepare for the future with confidence. With a proven track record of delivering results, Julian’s expertise ensures that clients thrive through wealth transfer and transitions with advanced insurance strategies that stand the test of time.
Why Wealth and Legacy Planning Matters
Effective financial planning is the backbone of building a financial legacy and ensuring continuity. Julian Movsesian’s approach mitigates today’s risks by identifying and developing strategies early, ensuring that performance expectations are met. This enables the anticipation of events and trends that may impact the plan, and the recommendation of changes that will protect or improve the client’s position.
Proven Results
Today, advisors throughout the country utilize CMS and SCA for wealth and legacy preservation purposes for their high-net-worth clients. This collaboration has resulted in the placement of more than $65 billion in life insurance coverage, with a financed premium portfolio that now exceeds $7 billion.
