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WHAT DO I DO WITH MY PROCEEDS?


Dave and Grant on Zoom again, this time answering one of the most common questions we get: "What do I do with the money I get from selling my business?" "How do I know I have the right advisors and what type of investments do you recommend?" Over the many years of serving clients we get these questions regularly because we do not sell investments. Also, we are conservative and charitably minded, like many of our clients. It's not always the products but the structure and professional trust that gives you peace of mind knowing the plan accomplishes your goals.

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