by ltrfinancial | Aug 22, 2019 | CFP, Estate Planning, Life Savings
Estate planning is an important piece of financial management which is often neglected. It can be difficult to answer questions such as; “How will my assets be divided among my loved ones when I die?” Without a plan in place, settling your affairs could continue long...
by ltrfinancial | Jul 25, 2019 | CFP, Estate Planning, Investments, Tax Preparation
When searching for a Certified Financial Planner (CFP®), it is best to make sure you find one who can offer the most complete holistic wealth management services. Many professionals specialize in one area like investment or estate planning but will not be able to...
