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Leaving a Legacy

It may feel overwhelming to organize your estate, but we are ready to walk with you through the estate planning process to help you feel confident in your preparations. We can help you preserve your assets, plan your estate, review your beneficiaries, and establish charitable giving instructions to your preferred institutions and organizations. During the process, we will work with estate planning attorneys and review your trust documents and wills. Your financial legacy can become one that directs the fruits of your labor to the people and places that mean the most to you.

LPL Financial and Asset Management Group do not provide legal advice.

The financial consultants of Asset Management Group are registered representatives with, and Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA / SIPC. Charlene McWilliams is a registered Administrative Assistant with, and Securities offered through LPL Financial, Member FINRA / SIPC

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The LPL registered representative/s associated with this website may only discuss and/or transact business with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.