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LEGACY PLANNING CONCEPTS

Will your family be receiving the legacy that matters most?

More than just a bank account or stock certificates—your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them.

With this in mind, the question for you becomes more about what each of your family members value most. You can't really know until you start talking about all these key components of creating a legacy.

 

It could be that values and life lessons are top on someone's list. While someone else my rate personal possessions of emotional value #1.  Still, there are others that may believe the financial assets and real estate are the key components for them.  Starting a meaningful discussion about your family legacy can be difficult—but it doesn't have to push your family apart. It can help bring you together, resolve conflicts, and spare emotional tensions later on.

 

Although we are not estate planners and do not provide tax or legal advice, we can help you explore your asset management and life insurance options to help meet your legacy planning goals.

Contact Us Today To Learn How Financial Pathfinder Can Help You!

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FINANCIAL PATHFINDER, LLC

Forney, Texas 75126   |   404-738-9234   |   fakridge@optiviseria.com

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Optivise Advisory Services ("OAS"), d/b/a Financial Pathfinder LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. OAS, Form ADV Part 2A, and CRS can be obtained by visiting: https://adviserinfo.sec.gov and searching for our firm name. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.

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