Is My Financial Plan Good Enough? - Walk & Talk

Just like season's change, our lives and situations change. A lot has changed in our lives since we first set-up and structured our estate plan and beneficiary designations.
Here's a couple minutes on how I help clients stay on top of this.
If you don't have a financial advisor and could use help, please reach out to me, I am currently taking on new clients and would love to meet and see if we're a great fit.
Walk & Talk 🎥
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David Caviness, CFP® on:
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Thanks for watching!
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