Considerations for Your Legacy...
- The Seven Key Considerations
- Assets and Beneficiaries
- Keeping It All Up to Date
Welcome to Part Two of Financial Enhancement Group's Legacy Planning Video Series
Enjoy the four videos below, created for you by yours truly, Joseph A. Clark, CFP®.
Our hope is not only that you learn a few things, but that we create a few questions for you.
Why? Well, because the more active role you take in creating your Legacy Plan… the stronger your plan will be.
What does that mean? It means your wishes will be carried out and all of the hard work you put in pays off!
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.
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.