Our gift to you – your first legacy family video.
From Castle Point Wealth Advisors
You’ve built a legacy.
Let’s preserve it.
Your financial plan safeguards what you leave behind. But your values, your story, the life you’ve built—they deserve protection too. That’s why we’ve partnered with everkeep to offer something new: a chance to record a personal legacy video and preserve it for future generations in a secure digital vault.
What's included in the everkeep video
15 minute virtual meeting to get to know you
30 minute virtual video recording session
Professional preparation of your video
A private and secure everkeep vault, preloaded with your video
Get Started
We’re inviting a select few clients to be a part of this offering. Simply click a date below to schedule your 15 minute meeting with the everkeep team.