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If you're passing down your legacy, you want to make sure your family isn't hit with a huge tax bill. How is that possible? Raj Shah and Rick Borek have years of experience helping families make sure their legacy plan is efficient.
For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com
Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner.
See omnystudio.com/listener for privacy information.
If you're passing down your legacy, you want to make sure your family isn't hit with a huge tax bill. How is that possible? Raj Shah and Rick Borek have years of experience helping families make sure their legacy plan is efficient.
For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com
Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner.
See omnystudio.com/listener for privacy information.