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DHGWA Podcast Episode 04: Letter From the Heart

Dave Koppenheffer, CFP® posted on 11/13/2018 11:19:00 AM

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

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This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell any security. The information is believed to be accurate as of the time it is distributed and may become inaccurate or outdated with the passage of time. You should contact your financial advisor or CPA professional before making any tax or investment-related decision. Past performance does not guarantee future results. All investments may lose money. 

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.