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What about your financial situation concerns you?
- Lack of a specific and actionable plan
- Concern you may be missing opportunities to improve
- Not feeling organized or in control
- Uncoordinated investment accounts
- No sounding board for your ideas and questions
- Lack of comprehensive oversight
- Under performing investments
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Why Legacy Planning Is Important

The concept of legacy planning – a multi-generational planning approach focused on smooth wealth transitions, reduced family discord, and effective preservation of family values and leadership [Read more]
Get More from Your Charitable Giving

For many, charitable giving is something of an afterthought. You hear about a natural disaster in the news, or maybe find out your church is taking up a special collection for the homeless. You open [Read more]