Jun
29

Think Carefully About the Legacy You’re Passing Down

posted on June 29th 2016 in Fort Worth CFP Team Posts & Your Financial Advisor with 0 Comments

By: Matt Addington, WorthPointe Partner and Financial Planner · Fort Worth As wealth managers, one of our most important responsibilities is helping clients pass on a positive financial legacy to their loved ones. We do what we can to help them avoid pitfalls, lose money in a down market, concentrate in areas when they shouldn’t and take […]

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