PLAN | STEWARD | GROW

Financial planning doesn’t have to be stressful.

It can be empowering.

PLAN | STEWARD | GROW

Financial planning doesn’t have to be stressful.

It can be empowering.

Build A Life You Never Want To Retire From

Introduction

Your Financial Success Story Starts Here With a Simple 30 Minute Meeting.

Discovery

We Uncover Insights To Help Better Secure Your Financial Future.

Foundation

Solidify Your Legacy By Building

The Foundation of Your Financial Plan.

Insights From Bluegrass Legacy Group

A Guide To Not Falling Into The Retirement Trap

Legends Don't Retire:

And Neither Should You

Legacy calls us to engage in a lifetime of discovery. It beckons us to learn who we are, what we have to offer our loved ones, and the causes we want to magnify. While influence can be made through wealth, it extends beyond money alone. Your legacy is a story of significance that you write upon the hearts of people and organizations you care about.

Legends Don't Retire is packed with lots of added value:

  • 21 questions designed to challenge you to think critically

  • 5 budgeting strategies to optimize your cashflow

  • Kyle's 9 Step Legacy Planning Checklist

  • A roadmap for goal-setting and accountability to put your legacy in motion

  • Best practices for surrounding yourself with the 5 essential team members every investor needs

Don't Leave Your Financial Potential To Chance

Securities offered through Triad Advisors, LLC (Triad) member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Triad and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad and Osaic Advisory.

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Client Relationship Summary is available at Triad Form CRS

This communication is strictly intended for individuals residing in the states of AR, AZ, CO, DE, FL, MN, NC, OK, PA, TN, TX, WA.

No offers may be made or accepted from any resident outside the specific state(s) referenced.

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