Your Team
Kevin Clouse, CFP®
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio FocusAimee C. Kelly
Investment AssociateKevin Clouse, CFP®
Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio FocusAimee C. Kelly
Investment Associate
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The end of the year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions. Reach out to me to discuss your insurance strategies.
Before the end of the year, learn how you may be able to make an even greater impact by incorporating your charitable giving into your strategic wealth plan. Contact me today to discuss.
It’s time to wrap up and pin down all the milestones you achieved this year. Keep your WealthPlan on track for the new year. Contact me for help.