Often people seek out a financial advisor when they run into a sudden windfall such as an inheritance. In this weekly financial tip, David Lee from our Memphis office discusses 5 things you should do if you find yourself in this position. Check it out!
Our clients come from all over the country, all walks of life, and with many different values and priorities. One thing all of our clients have in common? They see their financial resources as simply one of the ways to unlock their full potential.
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