Is your estate plan ready?

January 7, 2021

As a #financialadvisor it brings me Comfort and Joy knowing my clients have an estate plan that is up-to-date and finalized. Last week I witnessed the final document signing for 2020. Together with their estate planning attorney, my clients checked a major box with the completion of their plan. 2020 didn't stop them!
#youaboveall #mosnesswealthandretirementplanning #serviceadvicesolutions #wheresthebull #preparedclients

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