• Retire Right - Estate and Legacy Planning 01182025

  • Jan 17 2025
  • Length: 50 mins
  • Podcast

Retire Right - Estate and Legacy Planning 01182025

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  • Summary

  • -- You might think estate, or legacy, planning is just for people with big mansions and even bigger bank accounts but think again. Estate planning is about preparing for life's curveballs, preserving your wishes, and having a plan for you and your loved ones, no matter your bank account size. Shawn goes over these areas and more!

    --We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you. So give Shawn and his team a call to see where your portfolio stands during any market changes, 248-988-9696.

    ---Catch us on our local radio show!
    101.5 The Patriot, Saturdays 6 A.M., Sundays 7 P.M.
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