Heart-Centered Wealth Management for Purpose-Driven Executives
In this series, we delve into the fundamentals of estate planning, exploring the topics of beneficiaries, trusts, and basic documents. Join us as we guide you through estate planning basics: empowering you to make informed decisions for you and your family’s future.
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Whitney Wealth Group, Securities America, USAdvisors and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation.
“We partner with you to make money a point of peace rather than anxiety. We collaborate to create an action-based financial plan
so you can do the things that matter most to you.” – Whitney Emanuel, CEO, CFP®, CRPC®.