4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Jeffrey was a business major at Eastern Michigan University. During his 13 years in Seattle he began his career in finance as a mortgage officer. In 2006 he relocated his family back to Michigan and became an Investment Advisor Representative and has been with LPL at the credit Union since 2014.
Learn about the importance of having an estate strategy in this helpful and informative video.