trust

Ep 55: Sorting Out What’s Important About Legacy Planning

December 21, 2021

Most people realize that it’s usually best to have an estate planning attorney helping them with their estate plan, but it’s also important for the financial advisor to be part of that conversation.

Ep 6: Your Financial Advisor Should Have These Five Traits

Working with a financial advisor is an important decision that isn’t usually made on a whim. Doing your research and meeting with advisors is a key part of the process to determine who best fits your needs. All financial professionals are unique but all of the good ones will have these five qualities.