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Personal Legacy Advisors
Est. 2002
BOSTON AREA OFFICEP.O. Box 24
Wenham, MA 01984SOUTHERN OFFICE1582 Virginia Street East
Charleston, WV 25311PHONE978 468-3715
The Wealth of Your Life: A Step-by-Step Guide for Creating Your Ethical Will
A Step-by-Step Guide for Creating Your Ethical Will
A 40 page four-color illustrated guidebook provides a comfortable, five step path for you, or a loved one, to create an Ethical Will.
"Bob Fleischacker, Stonehaven Group, Markham, OntarioIncorporating the introduction of the ethical will into client interactions is a terrific value-add and a tremendous method to further deepen the client experience and hence our relationship. Susan’s familiarity with the issues facing financial advisors make her expertise in the field invaluable and her presentations on the subject very worthwhile. Accessing her expertise on the conference calls is a simple, efficient way to tap into that experience.
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