Preparing the Next Generatoin
Preparing the next generation to receive the wealth you have built over a life time can be a challenge for many. We encourage our clients to bring their heirs to our annual education meetings (January and July), sign up for our Sanchez Wealth Report weekly email, and establish beginner investment accounts as early as possible. We know it is important to you that your heirs be good stewards of money so it is important to us as well. Let us help.
