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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:

📘 Wills Vs. Trusts Guide

🔎 Personal Insurance Analysis Worksheet

📝 Beneficiary organizer guide

👨‍👩‍👧 Guardianship preparation guide

📑 Trust funding starter guide

Estate Essentials Starter Pack

$99.00Price
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    Southern Heritage Financial Group

    100 Hartsfield Centre Parkway

    Suite 500
    Atlanta, GA 30354

    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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