Success in life is about more than amassing wealth. It’s about the conscious legacy you leave behind for your loved ones, community, and society. We created this special report to share some of the financial and social benefits of a proactive approach to philanthropy.
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Investment Advisory Services offered through Whitestone Capital Management, a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the commission nor does it indicate that the adviser has attained a particular level of skill or ability. Whitestone Capital Management and Heritage Financial Planning LLC are independent entities. Insurance products are offered through Heritage Financial Planning LLC, by insurance licensed individuals. Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products offered by Heritage Financial Planning LLC. They do not refer in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Whitestone Capital Management.
