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Estate & Giving

Five Financial Things to be Thankful for

As you gather to mark the Thanksgiving holiday it is a good time to think about some things you are grateful for, even when it comes to your finances.
Smart Money Tips, Estate & Giving

Estate Planning: 2 Basics to Giving a Lasting Legacy

Your legacy is something you give for the benefit of others. Two important basics to get right for a lasting legacy is your Will and your beneficiaries.
Estate + Giving

Five Financial Things to be Thankful for

Estate Planning: 2 Basics to Giving a Lasting Legacy

We think back at how lucky we all were to have met and got to know your father, such a nice person. He helped us out so very much! Now we appreciate your help. Thank You!

Tim and Marilyn

Giving thanks to Lynn and her team. We know this is only the beginning of a long lasting, prosperous relationship. We are smiling from ear to ear. Give Lynn a call so that you will smile too!

Conny

There is nobody as thorough as Lynn when it come to looking at your overall picture. I only wish I had met her in my 20's to help create a plan and not be as crazy with my money.

Peter