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Sep 4, 2020

How important is it to have a will and/or an estate plan? Did you know big stars like Prince, Aretha Franklin and Michael Jackson didn't have the proper financial guidance and when they passed, their families were left picking up the pieces. 

60% of adults in U.S have no will or estate plan, do you?  

USA Today story: “Money mistakes are like termites. They can work quietly behind the scenes, gnawing away at your wealth.” Kevin explains how he can help you and your family create a plan with his 6 pillars for a successful retirement! 

 Call Kevin today, schedule a complimentary Portfolio Review!