It All Starts With Your Story
Chad Terry, discusses a recent milestone of a long-standing client and how it all starts with your story.
Planning doesn’t have to be about control.
It can be about freedom.
We work with people who want more intention- not more to-do lists.
Disclosures: The material presented by Chad Terry is for informational purposes only. It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Actual economic or market events may turn out differently than as presented. Advisory services are provided by Legacy Financial Group, a registered investment advisor with the Securities and Exchange Commission. Materials posted to this site are from external sources and are provided for your convenience in locating related information and services. Legacy expressly disclaims any responsibility for and does not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
