The “Box of Confusion,” a Collection of Financial Documents

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Written By Amritpal Singh

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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Important Disclosure:

Investment advisory services offered through Legacy Financial Group, LLC, a Registered Investment Advisor. Past performance is no guarantee of future returns. Securities offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Legacy Financial Group is not affiliated with Integrity Wealth.

Legacy Financial Group, LLC does not offer legal advice. Tax services provided are separate from the Securities or Advisory services offered through Legacy Financial Group, LLC. Please consult the appropriate professional regarding your individual circumstance.

Amritpal Singh
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