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Trust Planning will be the new, undisputed leader in the field of finance and our nation's seniors are earmarked to play a major role...
Dr. Francis John Maguire, PhD
(Research, Trust Design and Tax Consultant)
Practitioners in the field of Trust Planning will have the ability too deliver proprietary, unparalleled strategies to protect assets and create tax-free legacies for future generations...
Strong values are the backbone of the specialized expertise that will be brought to the Senior U.S. population that controls 900 trillion dollars of assets.
Trust Planning is targeted FOR Seniors...
Trust planners will capture and broadcast the voice of professional knowledge that far exceeds that of the agent, financial analyst or CFP.
They will be sought after benchmark.