laceyjf
Client
Joined April 2015
ContestContests
Logos
Status
Prize *
Legacy Wealth Planners
We are a team that works with physicians and high net worth clients. Our processes and guidance allow them to live well, retire comfortably and leave a lasting legady for their heirs. We do financial planning, use solutions such as life, disability & long term care insurance, along with annuities, and investment management.
129
Logos
Complete
Status
$275
Prize
Legacy Wealth Planners
We are a team that works with physicians and high net worth clients. Our processes and guidance allow them to live well, retire comfortably and leave a lasting legady for their heirs. We do financial planning, use solutions such as life, disability & long term care insurance, along with annuities, and investment management.
129
Complete
$275
* The Prize Package includes the Designer prize and all LogoTournament fees.