Description
Danville neighbors, did you know that when wealth is transferred from one generation to the next, 70% of the time, that generation loses the wealth by the end of their lifetime? That’s HUGE. How does that happen? Unprepared heirs and lack of family connection and communication.
Wealth can damage relationships and cause rifts within a family that have devastating consequences for all. This book will help you avoid discord, conflict and create fulfillment and harmony, ensuring your wealth will live on.
If this sounds like something your family is struggling with, or maybe another family you know, click to get your FREE copy of this book now.
Del Monte Group is a firm that believes our clients’ aspirations come first. Our practice is designed around services that are tailored to every client we meet. If you’re looking for basic wealth management services, you won’t find that here. Our offering is distinguished because of how much further we go, providing resourceful, creative, cost-effective, and tax-efficient ways to help you keep, grow, and enjoy your wealth. Get started today with a free 30-minute session with Richard or Angela. Follow this link to visit our calendar and get on the books today.
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