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The Relationships of Legacy Planning

In The Basics of Legacy Planning we addressed the fundamentals of financial 'Legacy Planning' and why this knowledge is so important. We broke down the literal pieces your Plan is comprised of, and the manageable parts needed to create your Plan. Now that you are beginning to or already have the people and pieces in place (such as a POA, beneficiaries, health proxy, etc) let's take a deeper dive into those RELATIONSHIPS, because legacy planning is not just about wealth.
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The Basics of Legacy Planning

This is Part One of a continuing blog series on Legacy Planning. Here in The Basics, we will discuss financial Legacy Planning fundamentals and why this knowledge is so important. Ideally, legacy planning can protect your health, assets, and concurrently protect your family. This article will break down the pieces of what that can mean for you.
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What is Financial Empowerment?

We believe in your financial empowerment because we believe in an empowered you, but what does that mean exactly? Empowerment is a powerful word, but more than that, it’s an action. Financial empowerment is gaining balance and control of your financial structure, but how do we do that? Let's take a look...
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Check the background of this financial professional on FINRA's BrokerCheck