How To Find Your Perfect Client

Managing Partner, CoVergence Group
817.416.1975
ghatcher@covergencegroup.com

According to Guy Hatcher, CFP, life is a series of transitions, and, there are few transitions more potentially challenging – both personally and professionally - than the sale, merger or acquisition of a business, when they decide to retire or even start a new venture.

That’s why Guy’s firm, Southlake-based CoVergence Group, provides comprehensive transitional planning, legacy planning and management consulting services for business owners and executives. Guy and his team work alongside clients as they transition through in all seasons of business, helping them to arrive successfully at their ultimate destination.

In addition to CoVergence Group, Guy is president of Advanced Planning Inc., a full-service financial planning, estate planning and investment management firm, which he founded in 1993. Clients achieve security and peace of mind by having the tax impact on their estate minimized, building a solid plan for the future and securing their legacy of hard work and sacrifice will be transferred to those they love.

Known as The Legacy Guy®, Guy empowers business owners, executives and families to achieve their professional and personal goals through the transformational process of defining and establishing a legacy that goes way beyond just money and “stuff.”

In 2013, Guy released his first book, “Your Future Reflection: How to Leave a Legacy Beyond Money,” which teaches readers the importance of building a lasting legacy. To quote Guy, “Legacies are built over a lifetime and left in a moment. The way we choose to live our lives, and the values on which we choose to establish our foundation, will ultimately determine the legacy we leave to future generations.”

Guy attended Howard Payne University before graduating from the College of Financial Planning where he earned the Certified Financial Planner® designation.