The “Box of Confusion,” a Collection of Financial Documents
Scott Arnburg, a financial advisor at Legacy Financial Group, discusses helping a client with her "box of confusion," a collection of financial documents left behind by her deceased loved one. With the help of a financial advisor, this client was able to gain clarity around the contents of this box and develop a path forward in the wake of her personal tragedy. Your Story. Your Journey. Your Legacy. Learn more about us and how we can serve you: https://lfgplanners.com
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Disclosures: The material presented by Scott Arnburg 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. Scott Arnburg is a Financial Advisor with Legacy Financial Group. 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.