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What is a Trusted Contact Person?

What is a Trusted Contact Person?

WEALTH MANAGEMENT RESOURCE WHAT IS A TRUSTED CONTACT PERSON? A Trusted Contact Person (TCP) is someone you choose who can help us protect your financial well-being. What is the Role of a Trusted Contact Person? A TCP is a resource that may help protect you in possible...
Charitable Gifting

Charitable Gifting

WEALTH MANAGEMENT RESOURCE Charitable Gifting While many of us may not have the cash resources for charitable gifting, we may have investment assets that could be used instead of an outright cash gift. The following provides some helpful information if you are...
Financial Confidence – Women and Finances

Financial Confidence – Women and Finances

WEALTH MANAGEMENT RESOURCE FINANCIAL CONFIDENCE – WOMEN & fINANCES As a woman, regardless of age, employment status, or marital status, one of the key objectives of the financial planning process is to help you gain the financial knowledge you need to take...
Crisis-Proofing Your Business

Crisis-Proofing Your Business

WEALTH MANAGEMENT RESOURCE Crisis proofing your business The events over the past two and a half years have taught us many lessons in life and business. Whether preparing to expect the unexpected, adapting to rapidly changing laws and regulations, or feeling a direct...
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