The Box of Confusion

Video
Written By Amritpal Singh

Scott Arnburg, a financial advisor at Legacy Financial Group, discusses helping a client with her "box of confusion," a collection of financial documents left behind by her deceased loved one. With the help of a financial advisor, this client was able to gain clarity around the contents of this box and develop a path forward in the wake of her personal tragedy. Your Story. Your Journey. Your Legacy. Learn more about us and how we can serve you: https://lfgplanners.com

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Important Disclosure:

Investment advisory services offered through Legacy Financial Group, LLC, a Registered Investment Advisor. Past performance is no guarantee of future returns. Securities offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Legacy Financial Group is not affiliated with Integrity Wealth. 

This blog contains general information that may not be suitable for everyone. The information contained herein should not be construed as personalized investment advice. There is no guarantee that the views and opinions expressed in this blog will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Legacy Financial Group, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.

Past performance is no guarantee of future results.

Amritpal Singh
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Financial Planning Age Milestones