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Once we have a plan to sustain our own lifetime financial needs, we want to maximize the legacy and the impact that we will leave behind for our loved ones, family, or charitable causes. Certified Financial Planner Ron Courser discusses the process, strategies, and tools available to help maximize your legacy.
By Cornerstone Retirement PartnersOnce we have a plan to sustain our own lifetime financial needs, we want to maximize the legacy and the impact that we will leave behind for our loved ones, family, or charitable causes. Certified Financial Planner Ron Courser discusses the process, strategies, and tools available to help maximize your legacy.