Gradient Securities

Contact Us


Fact and Feeling

From the Heart Journal

A legacy planning journal for your clients.

Download Now

Gain access to this valuable legacy planning tool.

Conversations about the future are never easy, especially when it comes to conversations with family and loved ones about the future of clients' finances.

The completed journal will provide loved ones with critical information about:

  • • Dependent children
  • • Insurance policies
  • • Important document locations
  • • Funeral and burial wishes
  • • And more!