You may already have retirement, financial, and estate plans in place, but how can you be sure that these plans work together to help you achieve the best results?
And how can you be certain that your current plans don’t conflict with one another?
In this email lesson, we’ll educate you on how you can create a singular, holistic plan that covers all the bases and works to provide you with the best results possible.
Here's what you'll learn:
“...so knowledgeable and personable, and not only were many of my questions answered, but I was shown solutions.”
—Margaret N.
Rod Yancy is the Founder and CEO of Oath. He's an estate planning and investment attorney who believes planning is for everyone—not just the wealthy. That's why he's passionate about educating people on how they can protect and grow the things they've worked hard to earn.
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