May 2018

"What a Great Gift!"

by Craig Pulliam, CFP®, AIF® and Michael Comstock, CFP®AIF®


If you offered to pay for your 40 year-old son and his family’s financial plan, what would he say? Hopefully it’d get a better reaction than a gift of socks or a lovely kitchen cutting board for Christmas, but maybe not as enthusiastic as a Disney cruise would. Yet, we contend it could be one of the most thoughtful and impactful gifts you could give anyone.

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