Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

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Experience and Education Matter

At Wheat-Givens Financial, our clients benefit from years of experience and our dedication to continually increasing our knowledge of the changing financial landscape. Phil and Lori are both CERTIFIED FINANCIAL PLANNER™ professionals and Accredited Investment Fiduciaries, in addition to being licensed securities representatives at United Planners. Phil holds many additional certifications and both continue to pursue additional education to serve our clients better. Contact us to see how experience and education can make the difference in reaching your financial goals.