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Legacy Press Winter 2014

Waller Financial's Legacy Press Newsletter winter 2014

Every quarter, our Certified Financial Planners provide you with news and information about financial planning.

 

Legacy Press 2014 Winter Edition

 

In the Legacy Press:

  • Trusted Advisor: The Highest Compliment
  • Prudence — Important as Ever
  • Dynasty Trust Planning – Passing on your Values along with your Valuables.

 

As always, please do not hesitate to call our office if you have any questions.

 

P: 614-457-7026

E: info@waller.com

 

 

Tags: Legacy Press Waller Financial waller financial newsletter Waller Financial Planning Group

By: Waller Financial

Posted December 13, 2014 and filed under Newsletter.

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