Harris Kagan, CLU, ChFC, RICP, WMCP
Financial Planner
CA Insurance Lic. # 0694597
What you value may be more important than what you own.
To follow through on your commitments -- to yourself, your family, and your ideals -- you will want to consider the questions we explore in our exclusive Six Key Areas of capital accumulation and protection planning process:
Resources:
“How should Affluent Individuals protect their financial Achievements”
“How should Affluent Families control the value of their legacy over generations?”
“Your Wealth Should Be Aligned”