Critical Element of the Week: Legacy Planning
This Week's Focus: Beneficiary Check Up And Plan Review
Elements in Focus – December 1, 2023
Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF®
Schedule your complimentary Next Steps meeting today!
Click the button to schedule your “Next Steps” meeting or call:
800-928-4001
#FinancialEnhancementGroup #YourLifeAfterWork #FinancialPlanning #InvestmentPlaybook #Investments
Wealth Management & Financial Planning
If you request a “Next Steps” meeting, we will discuss with you things you should do today, things to consider tomorrow, and if we choose to partner together… a written plan on what Financial Enhancement Group can do to help meet your goals.
Submit your question, and you might just hear it on an upcoming episode of “Elements in Focus.”
The FEG team regularly shares pertinent financial information to help educate our friends and families on what’s happening in the market, as well as information on financial planning. Fill out the form below to be added to our list for distribution.
