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69 - Preparing your Business for Succession Planning and Wealth Preservation with True Legacy Financial Planning's Keith Conley
Manage episode 376316734 series 3352390
Вміст надано Gerry Foster. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Gerry Foster або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
Your host, Gerry Foster, talks with the Financial Advisor of True Legacy Financial Planning, Keith Conley. The goal at True Legacy Financial Planning is to use biblical principles, wisdom, and extensive experience to help simplify the complicated when it comes to your finances to help you avoid costly mistakes and be more confident in the future.
Financial planning should be done with you and not just for you. You are a vital participant in this process. Every financial plan is based on your unique objectives and personal circumstances. True Legacy Financial Planning emphasizes collaboration and believes quality service depends upon an exchange of ideas between you and your advisor.
To learn more about Keith's work, click HERE and HERE.
Think you'd be a great guest on the show? Apply HERE.
Want to learn more about Gerry's work at Gerry Foster Branding? Check out his website at https://gerryfosterbranding.com/.
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