Legacy by Design

Why Legacy by Design, LLC?

Our Services: 

  • Bring creative design to your succession planning efforts, including your ownership transition, financial security, retirement options, and estate tax strategies.
  • Coordinate with your other advisors, such as your accountant or attorney, to help ensure cohesive and comprehensive wealth creation and preservation strategies.
  • Serve as a catalyst for achieving your family’s financial security and succession planning objectives.

Our Philosophy: 

  • Engage in long-term relationships, which respect your confidentiality.
  • Provide alternative solutions to help you make informed decisions.
  • Assemble the core resources you need to protect and preserve your family’s financial security.

Our Clientele: 

  • Successful farmers, ranchers, and agribusiness owners who seek to grow wealth and expand opportunities which may endow the family for generations.
  • Self-driven agripreneurs who do not have the time or expertise to manage their family’s financial security and develop a next generation leadership structure to assume control.  
  • Family business owners who are experiencing a gap among the services offered by traditional advisors and desire comprehensive and coordinated solutions.
  • Entrepreneurs who want to develop a strategic plan to build a better future, and establish the foundation for a better business – today and tomorrow.

For family business owners, our Comprehensive Succession SolutionTM includes planning for:    

Legacy by Design provides hometown service from coast to coast.


Contact Legacy by Design

Contact Legacy by Design

Kevin Spafford, CFP®
463 Century Park Drive
Yuba, California  95991
Phone: (530) 345-7411
Toll Free: (877) 523-7411


Service Area

Statewide service provider in:
  • California