Episode 24: The Gift of a Legacy
It’s December so why not talk about legacy planning! As you spend the end of the year with family over the holidays, it is a great time to think about your legacy and what you want to leave to them. It is also a good gift to give yourself because when you have a plan in place, you feel more prepared in retirement.
Schedule A Complimentary Consultation
If you would like to learn more about Compass Retirement or would like to schedule a complimentary consultation with Scott and Angela,
please fill out the form below today!
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.