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The majority of NextGen heirs say receiving an inheritance would prompt them to think about their own legacy and long-term goals, like spending more time with family and giving to philanthropic causes. Let’s talk about how I can help you plan your legacy.
Did you know your finances and health are closely linked? Health issues can be expensive and chip away at funds for your nest egg. Use the new year as an opportunity to feel more confident about your financial wellness by messaging me to discuss your customized plan.
Addressing the unexpected and evaluating your protection strategies can help provide you with financial confidence as you start a new year. Regardless of your stage in life, let’s connect to review your plan.
I have the best clients — truly. I’m lucky to work with people I respect and enjoy every day. Today I'm doing a special birthday shout-out one very special client who’s turning 88. My dad — pictured here with one of his favorite cakes (thanks to my mom) at the kitchen table — has known me since day one and still gives the best advice of all: keep things simple, be kind, and don’t forget to celebrate. Happy birthday, Dad ??
The earlier you talk about your finances with family, the stronger your legacy could become. Open conversations today build confidence, clarity and shared purpose for tomorrow. Talk to me about tips and strategies to start the conversation.
Are you a business owner hinging your retirement on a big payoff from selling your business? If so, it's vital to know what your business is worth. DM me today to talk through your business valuation.