Jan 24, 2025
Navigating life’s milestones – Chris Boyd opens this episode
with sharing a personal story
concerning the recent passing of his first financial planning
client. Chris, Jeff Perry, and Russ
Ball discuss how working with a financial planner in the different
seasons of life can provide
great benefit. The trio offers further commentary of the various
ways a financial planner can
assist individuals/families who are just getting started, building
wealth, preparing for retirement,
living in retirement and in estate and legacy.
For more information or to reach Chris Boyd, Russ Ball or Jeff
Perry, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr