From Growth to Legacy: How to Protect Wealth Every Investor Builds

How do you protect the wealth you’re building? Growth without protection is just risk.

This bonus session from the Wealth With Ro cohort walks through the protection layer every investor needs once they begin building real wealth. This conversation isn’t rooted in fear, it’s rooted in stewardship, clarity, and legacy planning. When you understand your numbers and your structure, you make better financial decisions for your future and your family.

In this video, we cover:
0:55 Estate planning basics (wills, trusts, beneficiaries)
4:50 Business and key person insurance
7:15 Tax awareness and why incentives are intentional
9:30 How clarity protects wealth just as much as growth

Legacy isn’t just about the money you leave behind. It’s about the clarity and direction you provide while you’re here. If you’re building wealth through real estate, investing, or business ownership, this session will help you think more intentionally about protecting what you’re working so hard to build.

Next Steps | Complimentary Dream → Strategy Session
Book a complimentary 15-minute Dream → Strategy Session to talk through your vision, priorities, and next right step. This is a clarity conversation, not a sales call.
https://calendly.com/roshondacoleman

Resources Mentioned in This Video
Entrusted: Building a Legacy That Lasts
https://amzn.to/3Nb6U6S
I’m Dead, Now What? — End of Life Planner
https://amzn.to/49yrjdF
The Win-Win Wealth Strategy 7 Investments the Government Will Pay You to Make
https://amzn.to/3Z1ByCa

► Contact Ro Coleman  
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rosoldit@kw.com

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