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Tag Financial Plan

Creating a Successful Wealth Transfer Plan

Studies have shown that 70% of family wealth is lost by the end of the second generation and 90% by the end of the third. You need to understand, and work to overcome, the disconnect that occurs between generations regarding…

Is a Financial Plan Enough?

Everyone wants to leave a financial legacy for their family.  If you only have a financial plan, then you’re trying to guide a boat with only one oar. A financial plan is only part of the puzzle for your overall…