DO YOU HAVE A PLAN FOR YOUR FAMILY'S FINANCIAL FUTURE?

Financial planning is not just for the wealthy. Anyone that owns anything has an estate. Without a financial plan, courts will make decisions for you when you pass away or are incapacitated. Decisions regarding who cares for your minor children, your medical care, or how your assets are divided are placed in the hands of people that don't know you, your family, or your wishes.

With a financial plan, YOU make the decisions that will affect your family's future and pass on values that are important to you and your family.

The YMCA's Heritage Club is made up of individuals just like you that have chosen to provide for their families through careful planning AND to make sure the great work of the YMCA continues for future generations through a gift from their estate. We encourage you to explore and use the financial planning tools found here to learn how just a little planning can you peace of mind.

The information on this site is not intended as professional legal, tax, or investment advice. For such information, please consult an attorney, tax professional, or investment professional. The YMCA of Greater Oklahoma City does not endorse any specific professional advisor or product nor does it sell or otherwise provide donor information to third party vendors for the purpose of selling products or services. Such use of donor information is prohibited.