Building your legacy through a legacy bank might sound like a daunting task. That’s because most people aren’t familiar with the term.
In today’s broadcast, Doug Andrew will teach you how to optimize assets, minimize taxes and to empower your authentic wealth. One of the first questions he asks is, “Where do you bank?” National institutions? A credit union or online bank?
Would you like to know what your Abundant Living Score is? Click Here to gain immediate access to the Three Tools for a Strategic and Predictable Retirement.
Where you choose to put your cash for business, checking and savings tends to depend upon benefits, fees, service and convenience. But what about your even more precious resources like your family’s legacy?
Start by visiting with a wealth architect today.
What are the five key objectives to financial abundance? How can you evaluate various financial vehicles using the LASER test? Click Here to gain immediate access to the Three Tools for a Strategic and Predictable Retirement.
*Life insurance policies are not investments and, accordingly, should not be purchased as an investment.
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