As the old saying goes, you can’t take it with you. But unless your beneficiaries are familiar with your financial plans, they may not know what to do, whom to call, or when to act when the time comes. CFA advisors practice an integrative model of financial planning that seeks to avoid this stressful, confusing, and expensive scenario by including your family and significant others in your financial planning process. This way they’re well-informed and prepared to manage your legacy. Ask us how – we can help.

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