One of the most important steps you can take to protect your loved ones is to plan for the one inevitability we all must face: death. The challenge for most people is knowing how to begin and what steps to take as follow-up. One of the simplest methods you can use is the “Four Ps” of estate planning: people, property, plans and planners.
Effective January 1, 2019: Lamia Financial Group has joined Forum Financial Management, LP.
Chris, Jeff, Juan, and David have become advisors of Forum, and we will be working with each client to seamlessly transition management of your portfolios to Forum.
Learn more about Forum at www.forumfin.com.