In this episode, the Bush brothers, Bill and Pete of Horizon Financial Group, talk about three important categories on the Confident Wealth Scorecard: tax efficiency, business continuity and estate planning. Tax efficiency is a year round process that needs professional intervention. It is also critical that you force different agencies to work together for the best results. Business continuity and estate planning are essential to ensure that your loved ones and employees are well supported and have all they need to thrive. Listen as Bill and Pete share important insights that will increase your confidence in how you manage these critical issues.
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