Navigating life’s milestones

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