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Summary: We take our fiduciary responsibilities seriously, advising and planning in an effort to ensure that each of our clients will be well cared for financially. Yet when it comes to planning for our own legacy, far too many of us fail to conduct adequate planning around what is likely our single most valuable asset: our business.
 An insufficient or nonexistent succession plan is a disservice to you, and your advisor has a fiduciary responsibility to create a succession plan that's comprehensive, efficient and transparent."Ron Carson, founder and CEO, Carson Wealth Management Group. |
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