Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
RJ Cunningham is a Certified Financial Planner® and a legal fiduciary. Currently, Senior Advisor and Partner with Summit Global Private Wealth. 15 years of industry experience and in 2022 and 2023 RJ made the list of FORBES BEST-IN-STATE top security professionals.
Estate conservation is too important to put off. Do you have a smart exit strategy?