4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
RJ Cunningham is a Certified Financial Planner® and a legal fiduciary. Currently, Senior Advisor and Partner with Summit Global Private Wealth. 15 years of industry experience and in 2022 and 2023 RJ made the list of FORBES BEST-IN-STATE top security professionals.
Learn about the importance of having an estate strategy in this helpful and informative video.