Total Wealth Management: A Philosophy Designed for Life’s Change

Family hands holding baby feet in them

“Henley” was a lifelong real estate agent and investor turned mogul.* He loved buying properties, much of them vacation and lakefront, but was never too keen on selling them, as they were generating plenty of cash flow from the rental income. And he just loved his real estate! He was savvy enough to form irrevocable […]

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