Through a disciplined, comprehensive approach to wealth management we strive to help clients Build, Manage, Preserve, and Transition Wealth. Comprehensive wealth management involves much more than investments. That’s why we’ve built a team of 10 wealth management professionals with 4 CERTIFIED FINAN… read more
Have you ever experienced an emergency or the loss of a loved one and felt overwhelmed trying to track down all of their various accounts, insurance policies, subscriptions, etc.? Jacqueline Rowe and Brooke Schakat with The JPR Group join us today to talk about The Personal Information Guide. The Personal Information Guide is a resource that is a part of our team’s Standard of Care that helps you consolidate all of your personal and financial information into a single document. The Personal Information Guide will help you locate information in the future, reduce confusion and stress in the event of an emergency, and decrease the likelihood of unclaimed assets for your heirs.
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