In this episode of Real Wealth Podcast, we dive deep into estate planning, uncovering key strategies to protect family harmony and ensure your wealth is stewarded wisely for generations to come. Join Michael Proctor CFP?, RICP, CVGA as he interviews Doug Coe PD, founder of Legacy Legal LLC, about the importance of having the right trustee and how independent trustees can offer greater flexibility, preserve relationships, and work seamlessly with your existing financial advisor. Discover how wealth management, financial planning, and values-based decisions can create a legacy that lasts—far beyond the balance sheet. Tune in now to learn how to avoid common estate planning pitfalls and create a plan that truly works. Check out Legacy Legal! Website: https://lnkd.in/eCCc3JMa Facebook: https://lnkd.in/eQuZZibQ Click here to watch the full video! https://lnkd.in/eYBc5Hxd
关于我们
Our passion is helping families and individuals build financial independence intentionally and strategically with vision and leadership for future generations. Leadership for you and your loved ones brings purpose and focus to your plans. We may not be here forever, but when our legacy remains, what will it be? Let us help you reflect on what's important today, think ahead for what will be important tomorrow, find your path and help you execute on it well. Assist clients in: ? Financial Planning ? Estate Planning ? Business Succession Planning ? Investment Advising ? Identifying the goals most important to them. ? Reviewing current plans and resources to achieve the goals and objectives. ? Finding competitive products, adjustments and creative solutions to meet their goals, regardless of the company and take action. Leading Edge Financial Planning, LLC is a fee-based, independent Registered Investment Advisory firm and is registered in Kansas and Colorado and is registered or exempt in any other state in which it conducts business. For any questions or concerns, please contact Michael Proctor, CCO for Leading Edge Financial Planning LLC at [email protected] or call (316)768-PLAN (7526).
- 网站
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https://www.leadingedgefp.com
StewardRight的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Wichita，Kansas
- 类型
- 私人持股
- 创立
- 2017
- 领域
- Financial Advising、Financial Planning、Retirement Income Planning和Estate Planning
地点
StewardRight员工
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Lyndon Zielke, CFP?, CKA?
CERTIFIED FINANCIAL PLANNER? | Life-Centered Financial Planner | Helping you get the best life possible with the money you have.
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Mike Proctor, CFP?, RICP?, CVGA
Financial Advisor / President at StewardRight
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Bryan Looper
Investment Advisor Representative at Leading Edge Financial Planning, LLC
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Jessica Robinson
Personal Assistant at Leading Edge Financial Planning, LLC
动态
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We would like to formally introduce our new brand, StewardRight, where stewardship is our craft. Though our name has changed, our ownership has not. We’ve also made important upgrades to our team, our investment strategies, and our service model, all with the goal of serving you even better. Your investment in us is something we value deeply, and we’re committed to being good stewards of that trust.
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Consider preparing for 30 years in retirement. Are your assets ready? #IRAincome
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