Financial Security For Life

A Financial Planning & Investing Guide

Are you on track for financial success? Securing your family’s financial destiny means taking control of the financial planning process and developing a personal financial plan.

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If you don’t start with a plan, and then structure your investments accordingly, your money alone may not take you where you’re hoping to go. A personal financial plan helps you discover, document, and aim your money toward your heart’s desires. It goes beyond your investments, to take in every aspect of your life.

It is with this in mind that we present you with our guide “Financial Security For Life: A Financial Planning & Investing Guide”. From laying the foundation in your youth, to building wealth during your power years, to chilling out in retirement, we hope you find this guide a helpful overview of the lifelong gears involved in preparing for and enjoying your Happily-Ever-After.

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In this guide we explore each planning phase at greater length, from laying the foundation in your youth, to building wealth during your power years, to chilling out in retirement. We hope this guide provides a helpful overview of the lifelong gears involved in preparing for and enjoying your Happily-Ever-After.

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Steve Legler is a family legacy guide and advisor who helps families turn their dreams into a workable plan, using a step-by-step method to get everyone on the same page and ensure that the wealth transition goes smoothly and the legacy continues.

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