How Does Your Attorney Fit into the Overall Planning Picture?

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Where does your attorney fit in with your current insurance agent and financial planner? Your attorney can craft the plan. I believe in a collaborative effort and team approach. I’ll work with an insurance agent, financial planner, banker, or any other individuals that I need to in order to get the best result for you. Don’t be concerned about conflict between professionals. We work together to make sure that the job is done correctly and that you and your assets are legally protected.

in Articles by Greg McIntyre Comments are off
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