The Pilot: Give a Gift That Lasts: A Solid Financial Plan

As we approach the holiday season, I am reminded of Christmas gatherings and the exchange of gifts between family and friends. While we all enjoy receiving gifts, it is the joy I get from giving that is most fulfilling. It’s especially so when the gift is something that has lasting impact for the recipient.

“It might sound strange, but that’s how I’ve come to view financial planning. When done well, it can not only have a positive impact on a family today, but also transform the lives of generations to come. What a legacy!

In this season of giving, let me share a few gift ideas to consider for you and your family.”

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