Legacy planning is an intentional effort with our clients. We believe leaving a positive and lasting legacy should be something that is thought of, talked about and a game plan set in place to ensure our clients are leaving their loved ones with the legacy they want to leave behind. In this week's financial tip, Jamie Cochran discusses some effective ways to put your legacy planning into motion today.
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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