A significant wealth transfer is underway in the U.S. as baby boomers pass along their financial assets to the next generation. Are you fully prepared to give or receive an inheritance? I can help you and your family make plans and communicate. Call me.
Do you have multiple retirement accounts? Simplify your financial life by consolidating them! Message me with your answer and let’s set a time to talk.
It's RBC Canadian Open week! Good luck to #TeamRBC and the whole field who are competing at TPC Osprey Valley. Who will you be cheering on? #RBCCO
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A significant wealth transfer is underway in the U.S. as baby boomers pass along their financial assets to the next generation. Are you fully prepared to give or receive an inheritance? I can help you and your family make plans and communicate. Call me.
Do you have multiple retirement accounts? Simplify your financial life by consolidating them! Message me with your answer and let’s set a time to talk.
It's RBC Canadian Open week! Good luck to #TeamRBC and the whole field who are competing at TPC Osprey Valley. Who will you be cheering on? #RBCCO