Charitable Giving / Leaving a Legacy
I enjoy working with successful individuals who are active in their community supporting charitable organizations. They unselfishly help others through volunteering their time while putting into effect “Leaving a Legacy” charitable planning. As an independent financial advisor, I can help you ensure that your charitable work continues through a personal foundation account. “Focus on Giving, not Administration”
Although, this video focuses on Their Opportunity Minor Sports, there are many fine charities that would value your involvement and support. If you haven’t already, choose a charity of your choice. Charitable Giving / Leaving a Legacy
Let’s talk…and get together soon!