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Client Centered

THREE BLIND MICE

You've worked with a team of skilled financial and legal professionals through the years, so you might think your financial future is in good shape ... think again. Although each of your key advisors might be brilliant, if they aren't communicating with each other and working off the same financial game plan, you're basically working with Three Blind Mice. Perhaps your attorney drafted a will leaving your assets to your wife and children. Yet many years ago, you named your ex-wife as beneficiary on your retirement accounts through your financial advisor. Guess what? If you pass away, all the money in those accounts will go to your ex-wife. A simple oversight, due to a breakdown in communication, could cost you and your family dearly.


DISCOVER HOW TODAY'S FINANCIAL PLANNING PROCESS CAN LEAD YOUR MONEY INTO A MOUSETRAP-AND WHAT YOU CAN DO TO AVOID IT!

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