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If you're ready to make the right moves to build generational wealth for your family AND protect it, but don't know where to begin, this starter pack is for you! This simple, affordable, step-by-step resource gives you a:

๐Ÿ“˜ Wills Vs. Trusts Guide

๐Ÿ”Ž Personal Insurance Analysis Worksheet

๐Ÿ“ Beneficiary organizer guide

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘ง Guardianship preparation guide

๐Ÿ“‘ Trust funding starter guide

Estate Essentials Starter Pack

$99.00Price
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    Southern Heritage Financial Group

    3800 Camp Creek Parkway 

    Bldg 1400 Ste 116B #1104

    Atlanta, GA 30331

    404.445.6258

    Monday-Thursday: 9a - 9p EST
    Friday: 9a - 5p EST
    Saturday: Closed
    Sunday: Closed

    All Federal Holidays: Closed

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    © 2022 Southern Heritage Financial Group. Designed by Derin Lindsey: The Brand. Edited by www.chrisjyancy.com

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