Join Our Client Family Financial Planning
The Family Love Letter We have been on the leading edge of AXA Advisors associates around the country who are incorporating the Family Love Letter into their practice. The Family Love Letter is the next step after preparing a personal will and Lindsey Bass is one of a handful of advisors nationally qualified to present the topic. We hold events and workshops throughout the year to help people “get their house in order” and receive hands-on planning in an intimate setting where they can share their experiences with people they trust. Once the love letters are complete, we encourage participants to sit down with their families and walk through the information.
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