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DHG Wealth Advisors Podcast Episode 04: Letter From the Heart

Dave Koppenheffer, CFP® posted on 11/13/2018 11:19:00 AM
DHG Wealth Advisors Podcast Episode 04: Letter From the Heart

In this episode, we're joined by DHGWA financial advisor Clay Thornton from Charleston, SC and insurance specialist Maria Tobin with DHG Agency.  These two veterans of the industry share the benefits of documenting your family’s financial affairs using DHG Wealth Advisors’ Letter From the Heart.   We’ve designed the Letter From the Heart to be a written summary that can be passed on to your heirs documenting your full financial picture and also to express your end-of-life wishes.

Download DHGWA's Letter From the Heart

Attachments

  1. LetterFromHeartTranscript2018.pdf 12/4/2018 8:56:51 AM

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About the Author

Dave Koppenheffer is a graduate of Barton College and joined DHG Wealth Advisors in Greenville, SC as an Associate Advisor in 2016. He began his career as a writer and analyst for The Motley Fool. Dave specialized in financials with a focus on income investing, insurance companies, and Real Estate Investment Trusts.