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Legacy Advisor, LLC - HomeLegacy Advisor, LLC - Seattle, WA. Estate & Business Succession Planning Insurance & Financial Plan
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Legacy Advisor, LLC - Seattle, WA. Estate & Business Succession Planning Insurance & Financial Plan
http://www.legacyadvisorllc.com/
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Legacy Advisor, LLC - Home | legacyadvisorllc.com Reviews
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Legacy Advisor, LLC - Seattle, WA. Estate & Business Succession Planning Insurance & Financial Plan
legacyadvisorllc.com
Legacy Advisor, LLC - Example Plans
http://www.legacyadvisorllc.com/Example-Plans.html
Plan Examples are available by sending us an e-mail request. . You do not need to give any information, just send us your e-mail asking for a specific plan example. . Financial and Retirement Plan (no estate planning). Estate and Wealth Preservation Plan (no retirement income planning). Business Succession Plan (ownership transition without a focus on personal estate planning).
Legacy Advisor, LLC - Home
http://www.legacyadvisorllc.com/default.html
Is an independent, insurance and fee-based financial planning firm owned and managed by Kurt DeVries, J.D. Kurt has over 15 years experience in financial planning, estate and business succession planning, life insurance, and executive compensation and benefits. . Unlike many other financial advisors, we do not sell or solicit. Not sell any products to fee-based. Insurance Services and Products. Cash Value) and Term Life Insurance. Multi-Disciplined Advice (Law & Finance). Kurt DeVries, J.D.,. The most d...
Legacy Advisor, LLC - Fee Schedule & Products
http://www.legacyadvisorllc.com/Fee-Schedule---Products.html
Schedule of Fees and Products. Legacy Advisor provides fee-based planning and insurance services for individuals, families, and businesses. We sell only Planning Services. And through Insurance Services. 160;insurance products carefully chosen from the best life, health, disability, and long-term care insurance companies. We do NOT provide both fee-based advice AND insurance to a client, so when you pay for advice, you will receive objective advice. Business Transfer or Succession. 160; 3. 160; ...
Legacy Advisor, LLC - About Us
http://www.legacyadvisorllc.com/About-Us.html
All planning and advice provided by Legacy Advisor, LLC. Is prepared and delivered by Kurt DeVries. Kurt founded Legacy Advisor in 2010 to provide . A proficient and experienced, yet practical and very personal approach to complex financial planning and insurance issues. . About Kurt DeVries, J.D. 2nd Battalion 23rd Marines, STA Platoon, 4th Division. 160; Served as Battalion Scout-Sniper. Gonzaga Univ. and. School of Law (1990-1994). JD) from Gonzaga in 1994. . 2000 to 2009, Kurt worked for KeyB...
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LEGACYADVISERS.COM
The Legacy Advisor
Thursday, December 31, 2009. IRA to Roth IRA Conversion Tax Laws to Change in 2010. Investors and financial advisers are preparing to take advantage of a new tax law that makes it easier to gain access to Roth IRAs—even if it means breaking a sacrosanct rule about Roth conversions. For many investors, "the required minimum distribution makes them sick," says John Neyland, president of JCN Financial Group in Baton Rouge, La. "They don't want the government to tell them when to take the money out.". The in...
LegacyAdvisor.com - Providing seniors with the tools they need
Talk to an advisor for free: (844) 256-4489. Your solution for immediate need or funeral planning. Our funeral experts are ready to help you with the right solutions. Searching Legacy Advisor's endorsed providers. We can help you figure out options and pricing for free! Thank you for your interest! We are busy making sure your information gets routed properly.please wait a few seconds while this happens. 🙂. The benefits of using Legacy Advisor:. No cost to you. Our expertise will not cost you a penny.
Home | Legacy Financial Group
Skip to main content. THE LEGACY FINANCIAL GROUP. We are The Legacy Financial Group. Legacy is an independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses. We believe financial markets are efficient, risk and return are related, and diversification and discipline are the keys to a successful investment experience. Team Our team of professionals. Financial Advisor for the King Burkholder Team. He builds bro...
Estate Planning Attorney Barrington
What are Revocable Living Trusts? Can I prepare my Will without my husband? Tips for the recently widowed. Gift and Charitable Annuities. Capital Gains Tax Issues. For Highly Paid Execs. Do I need a trust? Different charities for a couple? Probate and Tax FAQ. Does a will avoid probate? Tax Planning Case Study. Tax Season and Probate. Can they Take My Money? What we do for you. We Assist Families with the Complexities of Wealth. Do I need a trust? I only have a house. Do I need a trust? Would you want yo...
Legacy Advisor, LLC - Home
Is an independent, insurance and fee-based financial planning firm owned and managed by Kurt DeVries, J.D. Kurt has over 15 years experience in financial planning, estate and business succession planning, life insurance, and executive compensation and benefits. . Unlike many other financial advisors, we do not sell or solicit. Not sell any products to fee-based. Insurance Services and Products. Cash Value) and Term Life Insurance. Multi-Disciplined Advice (Law & Finance). Kurt DeVries, J.D.,. The most d...
Home | Legacy Advisor Network
Insurance and Protection Planning. Wealth Management and Estate Planning. We offer a variety of specialized services designed to meet your specific goals and needs. We hope to provide resources to help our clients achieve the financial fulfillment they desire. Highly effective, experienced, educated and client-oriented, they are also leaders in their communities, highly ethical, with strong values and commitment. For a no-obligation assessment. Legacy Advisor Network / Our Legacy is your Success. Advisor...
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Legacy Advisors, Inc.
Legacy Advisors, Inc. 100 N Main Street, Fourth Floor. Chagrin Falls, OH 44022-2767. We are located in the Step North Building. Walking On Eggshells Publication.
legacyadvisorsgroup.com –
Experienced M&A Specialists. What we do for you: Using our various professional networks, including the Alliance of M&A Advisors (AM&AA), M&A Source, the International Business Brokers Association (IBBA), MainSource, the Association for Corporate Growth (ACG), and numerous internet-based deal exchanges, Legacy M&A Advisors coordinates business buyers and sellers nationwide and internationally. This includes the preparation of … More about our company. Click here to view more testimonials and videos.
