Fostering Financial Values In Your Family

Over the next two decades, trillions of dollars will change hands in the “great wealth transfer.” This shift presents a huge opportunity to consider the values you wish to impart on your family’s financial legacy. Here are three ways you can foster financial values in your family today!

The opinions voiced in this video are for general information only and are not intended to provide specific advice or recommendations for any individual.

Securities offered through LPL Financial. Member FINRA/SIPC. Marzano Capital Group is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance LLC, a registered investment advisor. Independent Advisor Alliance is a separate entity from LPL Financial.

Tracking # 443959-1

Related Videos