CALIFORNIA CONSUMER

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk... The future of accumulating wealth, preserving it for retirement and having a family heritage to pass on, has taken a different look in the past generation. The uncertainty of social security, changing tax codes, frequent job changes and stock market volatility have all contributed to this outlook. Today it is vital to find a trusted source of financial advice, create a plan and implement it... Is your estate in order? This short quiz may help you assess your overall strategy.

Primary location: Greenwood United States