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 and Osaic Advisory Services 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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