Investing and managing your various assets wisely are but means to a very important goal: financial security for yourself and your family. There are many issues associated with meeting that goal, and they aren’t all couched in financial terms such as “rates of return,” “risk/reward ratios” and “after-tax cash flows.” Family financial security is best achieved with a dynamic, flexible plan, one that provides for the continuity of sound investment management for the present and the future. A plan that still will function successfully even in the event of unexpected disability or death.....
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