Your Trusted Partner in Estate & Retirement Planning
Clear guidance. Smart strategies. A secure future for you and your family.
About our company
Built on Trust, Expertise, and Personalized Care
We believe financial clarity should be accessible to everyone. Our team provides practical estate and retirement strategies that are easy to understand and tailored to your goals. Whether you’re planning ahead, organizing your assets, or preparing for the unexpected, we help you make informed decisions with confidence.
Its an approach that the bring to gather the best financial planning top and the best investment management
CORE SERVICES
Standards compliant e-business.Phosfluorescently expedite functional products via premium action items wireless innovation compliant e-business.
Estate Planning
Create a clear, legally sound plan for your assets, legacy, and loved ones. We help you structure your will, trusts, and directives with total clarity.
Business Succession Planning
Ensure a smooth transition for your business — whether passing it to a family member, partner, or new owner.
Retirement Income Planning
Build a predictable, sustainable income plan for retirement that aligns with your goals, lifestyle, and financial needs.
Life & Legacy Planning
Align your financial decisions with your personal values, goals, and the legacy you want to leave behind.
Tax-Efficient Wealth Strategies
Reduce tax burden, protect your investments, and grow your wealth with strategies designed for long-term stability.
Insurance & Risk Protection
Protect your income, assets, and family with tailored insurance solutions that reduce financial risk.
ABOUT
Lydia Mattison is a highly experienced professional in insurance, estate planning, and wealth-protection strategies, proudly serving families across 30+ states. As the founder of LivingChic Financial and Living Legacy Planning, she specializes in legacy building, trust education, and financial literacy designed to help families make confident decisions about their future.
Successfully Project Finished
Year of experience with Proud
Revenue (Million) & Investment
Collaegues and Counting
FREQUENTLY ASKED QUESTION
A Trust is a legal tool that helps you protect your assets, control how they are passed down, and avoid probate. Whether you need one depends on your financial goals, family structure, and long-term plans — but most people benefit from having a Trust to ensure their legacy is protected.
A Will outlines your wishes after you pass, but estate planning provides a full strategy for protecting your assets, minimizing taxes, and ensuring your family receives support without legal complications. A complete plan often includes Trusts, healthcare directives, and financial safeguards.
Yes. We offer education and tools — including calculators — to help you understand how taxes impact your long-term wealth and how strategic planning can reduce your tax burden.
Absolutely. You can schedule a consultation directly through the website. We’ll walk through your current situation, discuss your goals, and recommend the best next steps to strengthen your financial future.
We focus on education first, empowering you to make informed decisions with confidence. Our process is transparent, relationship-driven, and aligned with proven strategies from industry-recognized experts, ensuring your plan is both effective and personalized.
✔ Personalized, Human-Centered Support
Your situation is unique. I take time to understand your story, goals, and values.
✔ Transparent & Educational Approach
No confusing jargon just clear, honest, straightforward explanations.
✔ Long-Term Guidance
We walk beside you through life’s transitions, not just during a single meeting.
✔ Strategies That Bring You Peace of Mind
Every plan focuses on stability, clarity, and protecting what matters most.
When you work with me, you gain more than just a “plan.” You gain confidence, knowing everything is aligned for your future.
You will experience :
- A clear roadmap for retirement and financial security
A structured estate and legacy plan that protects loved ones
Strategies that reduce stress and make decision-making simpler
Guidance that adapts as your life evolves
Your future should feel stable, not uncertain. I’m here to help you get there.
Support Given
Clients Rating
Money Saved
Awards won
What Clients Say
Real experiences from individuals and families who value clarity, guidance, and long-term planning.
We believe trust is built through relationships. Here’s what clients share about their experience working with Living Legacy Planning.
Our Achievement
Experience, Education, and Impact You Can Trust
Our work is grounded in years of experience, continuous education, and a commitment to helping families and professionals plan with clarity and confidence. Every achievement reflects our focus on long-term relationships, thoughtful guidance, and meaningful outcomes.
Insights, Guidance & Financial Wisdom
Stay informed with articles designed to simplify complex topics and help you make empowered financial decisions.
let's Stand Together
Let’s Build Your Financial Future With Clarity and Confidence
Have questions, or ready to take the next step? Whether you're planning your estate, preparing for retirement, or looking for professional financial guidance — I’m here to help.