It’s easy to make assumptions about what goes into a legacy plan, but Scott will help make it clear for you as we dive into the basics of creating a lasting legacy for your family.  

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Advisory services are offered through Coppell Advisory Solutions, LLC, doing business as Fusion Investment Advisors. The firm is registered as an investment advisor with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements.

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Each week, Scott and his team break down the essential components of preparing for a confident retirement, tackling topics like income strategies, Social Security, Medicare, investment diversification, legacy planning, tax management, and more. 
Whether you're approaching retirement, already enjoying your golden years, or just beginning to plan for the future, Scott delivers practical advice, timely tips, and real-life scenarios to help you avoid common pitfalls and make educated decisions about your financial health. Discover why working with a knowledgeable advisor can make all the difference in reaching your retirement goals and creating the lifestyle you've always imagined.