Ep. 1 - Building Your Legacy - Identify an Unbiased Point of Contact

When it comes to your financial health and estate planning, do you have someone in your life that you would consider a trusted contact? What is a trusted contact, and why is such a person good to have? In this Podcast, we explore FINRA rules 4512 and 2165, who would be considered a trusted contact, and steps that you can take to make sure that you’re protected.

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Advisory and financial planning services offered through Chatterton & Associates - The Wealth Management Team, Inc., a registered investment adviser.  The Investment Advisor Representatives of Chatterton & Associates also offer securities through Royal Alliance Associates, Inc., member FINRA/SIPC.  Planning You Can Trust is a marketing and communications name for financial, tax and estate planning services offered through Chatterton & Associates - The Wealth Management Team, Inc., Grandfield Tax & Business Services, Inc. and The Law Office of James F. Roberts respectively.  Listed entities are not affiliated with Royal Alliance Associates, Inc.