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Brand-Forward Leadership - 69 - Preparing your Business for Succession Planning and Wealth Preservation with True Legacy Financial Planning's Keith Conley

69 - Preparing your Business for Succession Planning and Wealth Preservation with True Legacy Financial Planning's Keith Conley

09/04/23 • 26 min

Brand-Forward Leadership

Your host, Gerry Foster, talks with the Financial Advisor of True Legacy Financial Planning, Keith Conley. The goal at True Legacy Financial Planning is to use biblical principles, wisdom, and extensive experience to help simplify the complicated when it comes to your finances to help you avoid costly mistakes and be more confident in the future.

Financial planning should be done with you and not just for you. You are a vital participant in this process. Every financial plan is based on your unique objectives and personal circumstances. True Legacy Financial Planning emphasizes collaboration and believes quality service depends upon an exchange of ideas between you and your advisor.

To learn more about Keith's work, click HERE and HERE.

Think you'd be a great guest on the show? Apply HERE.

Want to learn more about Gerry's work at Gerry Foster Branding? Check out his website at https://gerryfosterbranding.com/.

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Your host, Gerry Foster, talks with the Financial Advisor of True Legacy Financial Planning, Keith Conley. The goal at True Legacy Financial Planning is to use biblical principles, wisdom, and extensive experience to help simplify the complicated when it comes to your finances to help you avoid costly mistakes and be more confident in the future.

Financial planning should be done with you and not just for you. You are a vital participant in this process. Every financial plan is based on your unique objectives and personal circumstances. True Legacy Financial Planning emphasizes collaboration and believes quality service depends upon an exchange of ideas between you and your advisor.

To learn more about Keith's work, click HERE and HERE.

Think you'd be a great guest on the show? Apply HERE.

Want to learn more about Gerry's work at Gerry Foster Branding? Check out his website at https://gerryfosterbranding.com/.

Previous Episode

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Your host, Gerry Foster, talks with the Co-Founder of FreeTime Solutions, Barry Coziahr. FreeTime Solutions exists to help business owners and managers get their free time back by providing strategies and solutions that focus on ROI and automation. FreeTime Solutions is a different kind of marketing agency. They specialize in blending high-tech solutions while keeping your genuine voice throughout your marketing.

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To learn more about Barry's work, click HERE, HERE, and HERE.

Think you'd be a great guest on the show? Apply HERE.

Want to learn more about Gerry's work at Gerry Foster Branding? Check out his website at https://gerryfosterbranding.com/.

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To learn more about MJ's work, click HERE, HERE, and HERE.

Think you'd be a great guest on the show? Apply HERE.

Want to learn more about Gerry's work at Gerry Foster Branding? Check out his website at https://gerryfosterbranding.com/.

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