Protecting Your Estate E24
An estate plan for business owners is an advantage, a tool, that should be used to protect your legacy and estate. It’s necessary to be proactive and have these important conversations with our families, because we never know we’ll need it. Inspired by his own personal experiences, Scott created Yourefolio’s unique software to streamline the process from start to finish. It’s objective is to help preserve harmony and provide certainty when that times comes.
When creating your estate plan, Scott revisits the theme that, “if I knew then what I know now,” which is why it’s important to have a plan in place and to keep it updated. Yourefolio’s comprehensive software turns the uncomfortable realization of estate planning into a better experience, and one that we are more willing to fulfill.
Yourefolio is the leader in estate and legacy planning software for professionals. Yourefolio streamlines processes when planning beyond a persons lifetime provides better planning and understanding. No one knows when your time will come but the Yourefolio platform will provide a level of certainty to people knowing their loved ones can access information and that their estate will pass seemlessly to the next generation.
Scott Huff is an Investment Advisor Representative with River Wealth Management and the CEO of Yourefolio. Scott has been an advisor for over 19 years and has had a variety of roles. Scott served as an Independent Fiduciary for the Department of Labor.
Scott was the Chairman of the Investment Committee for the Ohio Police and Fire Pension fund. After getting a certificate from the Wharton School of Business in Advanced Portfolio Management, Scott recognized a need for better estate planning after the loss of his father.
In 2016, Scott created Yourefolio so professionals could provide a better planning experience for their clients. Today, it has grown to the most comprehensive estate planning softwares on the market. Scott was named in 2019 as one of Wealth Management’s Ten to Watch.
About Your Hosts
Austin Peterson is a Comprehensive Financial Planner and owner of Backbone Financial in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.
He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.
After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter.
Austin and his wife of 21 years, Robin, have two children, AJ (19) and Ella (16) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.
Landon Mance is a Financial Planner and founder of YourFuture Planning Partners out of Las Vegas, Nevada. His firm came to life in 2020 after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”
Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of YourFuture Planning Partners to help business owners and their families. At YourFuture, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.
In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, YourFuture Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners.
Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”
Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.
Connect with Landon on LinkedIn.
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Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Financial and Your Future Planning Partners are marketing names for business conducted through Lincoln Financial Advisors Corp. CRN-3283288-101320
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