Wealth Legacy Group specializes in assisting privately held business families plan for the pre-transition & post-transition issues of wealth, risk reduction, business growth & succession, and legacy. With a fee-based approach, the Wealth Legacy Assessment™ is a tool that provides comprehensive guidance rather than promotion of financial products. The Wealth Legacy Assessment™ allows clients to have peace of mind knowing that their actions are aligned with their goals, and that we are putting their best interests first.
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12 Pitfalls & Traps That Will Keep You From Retiring Well Welcome back to our last installment of a three-part article. In the first and second installments, I had discussed eight pitfalls and... Read More
We interrupt our three-part article on “The 12 Pitfalls & Traps That Will Keep You From Retiring Well” to discuss recent events in the music world in this month’s Imagine That Newsletter. One... Read More